Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,856 | $148,623-57.7% | $135,974-53.8% | $139,466-54.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.65% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,843 | $5,246-45.8% | $4,859-41.5% | $4,754-40.2% |
| Participant deferral / active EE | $9,965 | $8,103+23.0% | $7,760+28.4% | $6,712+48.5% |
| Admin fee / account holder | $1,414 | $12,406-88.6% | $10,767-86.9% | $11,409-87.6% |