Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,235 | $111,878-42.6% | $93,727-31.5% | $145,897-56.0% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 19.26% | 204.28%-185.0pp | 133.83%-114.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,341 | $3,092-56.6% | $2,421-44.6% | $4,663-71.2% |
| Participant deferral / active EE | $6,836 | $4,920+38.9% | $4,417+54.8% | $6,689+2.2% |
| Admin fee / account holder | $2,066 | $10,256-79.9% | $8,292-75.1% | $13,390-84.6% |