Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,233 | $102,595-51.0% | $94,057-46.6% | $154,746-67.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 17.55% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $711 | $3,147-77.4% | $2,933-75.8% | $4,379-83.8% |
| Participant deferral / active EE | $5,080 | $5,118-0.8% | $4,709+7.9% | $6,730-24.5% |
| Admin fee / account holder | $2,667 | $7,736-65.5% | $7,244-63.2% | $14,365-81.4% |