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 | $60,788 | $73,518-17.3% | $63,003-3.5% | $147,585-58.8% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 15.25% | 175.46%-160.2pp | 87.59%-72.3pp | 578.57%-563.3pp |
| Employer contribution / active EE | $5,516 | $3,322+66.0% | $2,760+99.8% | $4,876+13.1% |
| Participant deferral / active EE | $2,819 | $4,183-32.6% | $3,329-15.3% | $5,439-48.2% |
| Admin fee / account holder | $2,273 | $5,952-61.8% | $3,600-36.9% | $10,885-79.1% |