Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,697 | $160,040-57.7% | $147,096-54.0% | $145,877-53.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 11.74% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,123 | $5,289-78.8% | $4,936-77.3% | $4,663-75.9% |
| Participant deferral / active EE | $5,872 | $8,429-30.3% | $8,071-27.2% | $6,691-12.2% |
| Admin fee / account holder | $8,269 | $15,050-45.1% | $13,005-36.4% | $13,402-38.3% |