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 | $59,038 | $103,008-42.7% | $90,304-34.6% | $152,897-61.4% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 18.44% | 95.22%-76.8pp | 78.13%-59.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $2,366 | $3,139-24.6% | $2,855-17.1% | $4,764-50.3% |
| Participant deferral / active EE | $2,483 | $4,281-42.0% | $3,885-36.1% | $5,851-57.6% |
| Admin fee / account holder | $548 | $6,175-91.1% | $5,354-89.8% | $11,599-95.3% |