Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,204 | $150,412-58.0% | $120,574-47.6% | $145,884-56.7% |
| Participation rate | 84.2% | 78.8%+5.4pp | 71.9%+12.3pp | 80.3%+3.9pp |
| Annual return | 19.44% | 154.50%-135.1pp | 107.42%-88.0pp | 551.85%-532.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,421 | $6,175-28.4% | $4,996-11.5% | $6,690-33.9% |
| Admin fee / account holder | $497 | $12,224-95.9% | $9,445-94.7% | $13,392-96.3% |