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 | $38,901 | $160,040-75.7% | $147,096-73.6% | $145,877-73.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.44% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,566 | $5,289-51.5% | $4,936-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $5,829 | $8,429-30.8% | $8,071-27.8% | $6,691-12.9% |
| Admin fee / account holder | $952 | $15,050-93.7% | $13,005-92.7% | $13,402-92.9% |