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 | $26,590 | $90,691-70.7% | $76,119-65.1% | $145,884-81.8% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 8.89% | 624.52%-615.6pp | 361.25%-352.4pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,509 | $5,167-70.8% | $4,259-64.6% | $6,690-77.4% |
| Admin fee / account holder | $1,419 | $8,383-83.1% | $6,421-77.9% | $13,392-89.4% |