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 | $52,200 | $114,130-54.3% | $96,192-45.7% | $167,553-68.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 12.61% | 190.07%-177.5pp | 192.09%-179.5pp | 478.89%-466.3pp |
| Employer contribution / active EE | $2,808 | $3,431-18.2% | $2,799+0.3% | $4,840-42.0% |
| Participant deferral / active EE | $4,244 | $5,198-18.3% | $4,351-2.4% | $6,343-33.1% |
| Admin fee / account holder | $5,714 | $6,901-17.2% | $5,539+3.2% | $12,316-53.6% |