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 | $72,900 | $88,815-17.9% | $81,882-11.0% | $145,897-50.0% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 17.09% | 1033.75%-1016.7pp | 779.47%-762.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,556 | $3,086-17.2% | $2,916-12.4% | $4,663-45.2% |
| Participant deferral / active EE | $9,138 | $4,647+96.6% | $4,323+111.4% | $6,689+36.6% |
| Admin fee / account holder | $4,309 | $8,434-48.9% | $7,360-41.5% | $13,390-67.8% |