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 | $126,333 | $154,754-18.4% | $124,206+1.7% | $138,895-9.0% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.6%+1.8pp | 79.9%-8.5pp |
| Annual return | 15.42% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,339 | $4,446-69.9% | $3,540-62.2% | $4,194-68.1% |
| Participant deferral / active EE | $2,343 | $4,621-49.3% | $3,968-40.9% | $6,396-63.4% |
| Admin fee / account holder | $344 | $6,690-94.9% | $5,929-94.2% | $12,562-97.3% |