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 | $73,834 | $160,040-53.9% | $147,096-49.8% | $145,877-49.4% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.37% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,191 | $5,289-77.5% | $4,936-75.9% | $4,663-74.5% |
| Participant deferral / active EE | $10,762 | $8,429+27.7% | $8,071+33.3% | $6,691+60.8% |
| Admin fee / account holder | $4,248 | $15,050-71.8% | $13,005-67.3% | $13,402-68.3% |