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 | $68,612 | $105,210-34.8% | $159,487-57.0% | $85,851-20.1% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.8%-0.9pp | 69.3%+12.6pp |
| Annual return | 13.59% | 45.08%-31.5pp | 263.71%-250.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,385 | $5,946-43.1% | $7,354-54.0% | $3,952-14.4% |
| Admin fee / account holder | $10,885 | $6,934+57.0% | $10,804+0.8% | $6,261+73.9% |