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 | $58,001 | $70,366-17.6% | $66,674-13.0% | $138,895-58.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 13.63% | 386.41%-372.8pp | 321.24%-307.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $6,446 | $2,765+133.1% | $2,620+146.0% | $4,194+53.7% |
| Participant deferral / active EE | $4,378 | $4,374+0.1% | $4,084+7.2% | $6,396-31.5% |
| Admin fee / account holder | $2,364 | $5,262-55.1% | $5,098-53.6% | $12,562-81.2% |