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 | $38,786 | $102,663-62.2% | $86,216-55.0% | $139,466-72.2% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 16.99% | 1924.52%-1907.5pp | 1169.42%-1152.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $6,357 | $3,035+109.5% | $2,382+166.9% | $4,754+33.7% |
| Participant deferral / active EE | $3,541 | $4,677-24.3% | $3,986-11.2% | $6,712-47.2% |
| Admin fee / account holder | $2,046 | $8,663-76.4% | $6,853-70.1% | $11,409-82.1% |