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 | $57,871 | $76,368-24.2% | $67,681-14.5% | $154,746-62.6% |
| Participation rate | 85.0% | 79.0%+6.0pp | 73.7%+11.3pp | 80.7%+4.3pp |
| Annual return | 26.57% | 1066.77%-1040.2pp | 590.58%-564.0pp | 172.34%-145.8pp |
| Employer contribution / active EE | $4,268 | $3,151+35.4% | $2,678+59.4% | $4,379-2.5% |
| Participant deferral / active EE | $7,346 | $4,824+52.3% | $3,976+84.8% | $6,730+9.1% |
| Admin fee / account holder | $5,187 | $8,559-39.4% | $6,100-15.0% | $14,365-63.9% |