Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,449 | $96,691-69.5% | $86,656-66.0% | $139,487-78.9% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.0pp | 80.3%+13.4pp |
| Annual return | 21.10% | 106.87%-85.8pp | 593.09%-572.0pp | 373.84%-352.7pp |
| Employer contribution / active EE | $3,127 | $3,267-4.3% | $3,025+3.4% | $4,755-34.2% |
| Participant deferral / active EE | $7,831 | $4,838+61.9% | $4,439+76.4% | $6,713+16.7% |
| Admin fee / account holder | $4,686 | $6,414-26.9% | $5,619-16.6% | $11,407-58.9% |