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 | $50,576 | $100,938-49.9% | $90,461-44.1% | $158,982-68.2% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 19.11% | 1727.20%-1708.1pp | 1294.76%-1275.7pp | 302.99%-283.9pp |
| Employer contribution / active EE | $379 | $3,691-89.7% | $3,264-88.4% | $4,763-92.0% |
| Participant deferral / active EE | $2,420 | $4,350-44.4% | $3,964-38.9% | $5,983-59.5% |
| Admin fee / account holder | $4,178 | $6,510-35.8% | $5,617-25.6% | $11,252-62.9% |