Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,835 | $60,139+9.5% | $90,461-27.2% | $79,856-17.6% |
| Participation rate | 94.9% | 65.0%+29.9pp | 72.7%+22.2pp | 69.6%+25.3pp |
| Annual return | 16.38% | 71.96%-55.6pp | 1294.76%-1278.4pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,610 | $2,069+74.5% | $3,264+10.6% | $2,471+46.1% |
| Participant deferral / active EE | $5,181 | $2,939+76.3% | $3,964+30.7% | $3,741+38.5% |
| Admin fee / account holder | $4,828 | $3,978+21.4% | $5,617-14.0% | $5,306-9.0% |