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 | $37,509 | $169,361-77.9% | $129,397-71.0% | $145,877-74.3% |
| Participation rate | 76.9% | 76.5%+0.5pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 34.10% | 14395.54%-14361.4pp | 9453.98%-9419.9pp | 551.28%-517.2pp |
| Employer contribution / active EE | $2,190 | $5,542-60.5% | $4,154-47.3% | $4,663-53.0% |
| Participant deferral / active EE | $4,747 | $4,987-4.8% | $4,167+13.9% | $6,691-29.0% |
| Admin fee / account holder | $1,344 | $9,903-86.4% | $7,679-82.5% | $13,402-90.0% |