Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,610 | $102,385-39.8% | $147,080-58.1% | $80,935-23.9% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.7%+6.4pp |
| Annual return | 40.75% | 135.09%-94.3pp | 420.17%-379.4pp | 35.66%+5.1pp |
| Employer contribution / active EE | $4,915 | $3,717+32.2% | $4,933-0.4% | $2,757+78.3% |
| Participant deferral / active EE | $8,036 | $6,651+20.8% | $8,066-0.4% | $4,299+86.9% |
| Admin fee / account holder | $530 | $7,951-93.3% | $12,989-95.9% | $6,924-92.3% |