Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $95,208 | $100,938-5.7% | $90,461+5.2% | $158,982-40.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 15.70% | 1727.20%-1711.5pp | 1294.76%-1279.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,528 | $3,691-31.5% | $3,264-22.6% | $4,763-46.9% |
| Participant deferral / active EE | $3,336 | $4,350-23.3% | $3,964-15.9% | $5,983-44.2% |
| Admin fee / account holder | $4,501 | $6,510-30.9% | $5,617-19.9% | $11,252-60.0% |