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 | $69,652 | $118,708-41.3% | $98,920-29.6% | $158,966-56.2% |
| Participation rate | 73.7% | 77.8%-4.1pp | 76.0%-2.3pp | 82.0%-8.3pp |
| Annual return | 7.67% | 372.49%-364.8pp | 196.47%-188.8pp | 302.95%-295.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,502 | $5,089-50.8% | $4,245-41.1% | $5,983-58.2% |
| Admin fee / account holder | $856 | $10,134-91.6% | $6,643-87.1% | $11,250-92.4% |