Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,348 | $88,778-86.1% | $81,844-84.9% | $145,884-91.5% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 12.66% | 1033.03%-1020.4pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $888 | $3,087-71.2% | $2,916-69.6% | $4,662-81.0% |
| Participant deferral / active EE | $2,051 | $4,648-55.9% | $4,323-52.6% | $6,690-69.3% |
| Admin fee / account holder | $2,146 | $8,430-74.5% | $7,355-70.8% | $13,392-84.0% |