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 | $38,260 | $100,938-62.1% | $90,461-57.7% | $158,982-75.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 8.49% | 1727.20%-1718.7pp | 1294.76%-1286.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $303 | $3,691-91.8% | $3,264-90.7% | $4,763-93.6% |
| Participant deferral / active EE | $1,979 | $4,350-54.5% | $3,964-50.1% | $5,983-66.9% |
| Admin fee / account holder | $997 | $6,510-84.7% | $5,617-82.3% | $11,252-91.1% |