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 | $50,251 | $102,382-50.9% | $147,005-65.8% | $80,874-37.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 19.33% | 134.89%-115.6pp | 418.76%-399.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $4,834 | $3,715+30.1% | $4,934-2.0% | $2,756+75.4% |
| Participant deferral / active EE | $8,559 | $6,646+28.8% | $8,070+6.1% | $4,297+99.2% |
| Admin fee / account holder | $2,913 | $7,942-63.3% | $13,006-77.6% | $6,935-58.0% |