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 | $12,199 | $125,778-90.3% | $114,563-89.4% | $154,746-92.1% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.9%+21.5pp | 80.7%+13.7pp |
| Annual return | 76.46% | 295.14%-218.7pp | 241.09%-164.6pp | 172.34%-95.9pp |
| Employer contribution / active EE | $2,117 | $2,806-24.6% | $2,592-18.3% | $4,379-51.7% |
| Participant deferral / active EE | $3,285 | $4,445-26.1% | $4,142-20.7% | $6,730-51.2% |
| Admin fee / account holder | $357 | $8,190-95.6% | $7,623-95.3% | $14,365-97.5% |