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 | $42,400 | $73,518-42.3% | $63,003-32.7% | $147,585-71.3% |
| Participation rate | 81.0% | 77.9%+3.1pp | 74.8%+6.1pp | 82.8%-1.9pp |
| Annual return | 41.09% | 175.46%-134.4pp | 87.59%-46.5pp | 578.57%-537.5pp |
| Employer contribution / active EE | $2,902 | $3,322-12.7% | $2,760+5.1% | $4,876-40.5% |
| Participant deferral / active EE | $4,504 | $4,183+7.7% | $3,329+35.3% | $5,439-17.2% |
| Admin fee / account holder | $1,002 | $5,952-83.2% | $3,600-72.2% | $10,885-90.8% |