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 | $15,428 | $90,530-83.0% | $76,030-79.7% | $145,897-89.4% |
| Participation rate | 76.9% | 74.4%+2.5pp | 69.1%+7.9pp | 80.3%-3.4pp |
| Annual return | 160.29% | 625.08%-464.8pp | 361.54%-201.2pp | 552.29%-392.0pp |
| Employer contribution / active EE | $2,232 | $3,319-32.8% | $2,688-17.0% | $4,663-52.1% |
| Participant deferral / active EE | $2,760 | $5,164-46.6% | $4,257-35.2% | $6,689-58.7% |
| Admin fee / account holder | $2,326 | $8,383-72.3% | $6,421-63.8% | $13,390-82.6% |