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 | $14,510 | $58,241-75.1% | $81,780-82.3% | $80,911-82.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 59.30% | 41.73%+17.6pp | 776.27%-717.0pp | 35.63%+23.7pp |
| Employer contribution / active EE | $1,772 | $2,343-24.4% | $2,914-39.2% | $2,756-35.7% |
| Participant deferral / active EE | $2,355 | $3,283-28.3% | $4,321-45.5% | $4,297-45.2% |
| Admin fee / account holder | $518 | $4,973-89.6% | $7,384-93.0% | $6,935-92.5% |