Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,017 | $88,778-76.3% | $81,844-74.3% | $145,884-85.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 18.85% | 1033.03%-1014.2pp | 778.87%-760.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,834 | $3,087-8.2% | $2,916-2.8% | $4,662-39.2% |
| Participant deferral / active EE | $6,901 | $4,648+48.5% | $4,323+59.6% | $6,690+3.2% |
| Admin fee / account holder | $480 | $8,430-94.3% | $7,355-93.5% | $13,392-96.4% |