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 | $55,943 | $102,382-45.4% | $147,005-61.9% | $80,874-30.8% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 15.56% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,646 | $3,715-55.7% | $4,934-66.6% | $2,756-40.3% |
| Participant deferral / active EE | $6,448 | $6,646-3.0% | $8,070-20.1% | $4,297+50.1% |
| Admin fee / account holder | $3,872 | $7,942-51.2% | $13,006-70.2% | $6,935-44.2% |