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 | $42,871 | $159,934-73.2% | $147,005-70.8% | $145,959-70.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 12.70% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $4,058 | $5,287-23.3% | $4,934-17.8% | $4,661-12.9% |
| Participant deferral / active EE | $7,308 | $8,427-13.3% | $8,070-9.4% | $6,689+9.3% |
| Admin fee / account holder | $3,092 | $15,053-79.5% | $13,006-76.2% | $13,398-76.9% |