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 | $53,575 | $104,924-48.9% | $84,623-36.7% | $152,885-65.0% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 21.74% | 373.82%-352.1pp | 258.77%-237.0pp | 345.39%-323.6pp |
| Employer contribution / active EE | $5,114 | $3,302+54.9% | $2,652+92.8% | $4,763+7.4% |
| Participant deferral / active EE | $8,941 | $4,689+90.7% | $3,899+129.3% | $5,851+52.8% |
| Admin fee / account holder | $628 | $6,242-89.9% | $4,913-87.2% | $11,598-94.6% |