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 | $71,615 | $150,447-52.4% | $136,298-47.5% | $147,586-51.5% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 15.54% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,032 | $5,256-80.4% | $4,696-78.0% | $4,876-78.8% |
| Participant deferral / active EE | $4,890 | $6,631-26.2% | $6,247-21.7% | $5,439-10.1% |
| Admin fee / account holder | $386 | $10,906-96.5% | $9,244-95.8% | $10,886-96.5% |