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 | $55,749 | $100,938-44.8% | $90,461-38.4% | $158,982-64.9% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 13.14% | 1727.20%-1714.1pp | 1294.76%-1281.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,229 | $3,691-66.7% | $3,264-62.3% | $4,763-74.2% |
| Participant deferral / active EE | $3,236 | $4,350-25.6% | $3,964-18.4% | $5,983-45.9% |
| Admin fee / account holder | $4,408 | $6,510-32.3% | $5,617-21.5% | $11,252-60.8% |