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 | $72,993 | $106,008-31.1% | $92,240-20.9% | $147,586-50.5% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 15.69% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,533 | $4,333-41.5% | $3,680-31.2% | $4,876-48.0% |
| Participant deferral / active EE | $4,033 | $4,478-9.9% | $3,897+3.5% | $5,439-25.8% |
| Admin fee / account holder | $2,246 | $6,333-64.5% | $5,194-56.8% | $10,886-79.4% |