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 | $55,299 | $150,446-63.2% | $136,297-59.4% | $147,585-62.5% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 16.86% | 1049.14%-1032.3pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $3,033 | $5,256-42.3% | $4,696-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $6,836 | $6,631+3.1% | $6,247+9.4% | $5,439+25.7% |
| Admin fee / account holder | $320 | $10,906-97.1% | $9,244-96.5% | $10,886-97.1% |