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 | $32,568 | $166,131-80.4% | $164,975-80.3% | $145,877-77.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 97.74% | 100.37%-2.6pp | 70.12%+27.6pp | 551.28%-453.5pp |
| Employer contribution / active EE | $5,369 | $5,276+1.8% | $4,343+23.6% | $4,663+15.1% |
| Participant deferral / active EE | $4,287 | $6,962-38.4% | $6,033-28.9% | $6,691-35.9% |
| Admin fee / account holder | $432 | $16,648-97.4% | $12,688-96.6% | $13,402-96.8% |