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 | $64,388 | $226,105-71.5% | $182,540-64.7% | $152,897-57.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.19% | 192.58%-175.4pp | 148.58%-131.4pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,796 | $4,978-63.9% | $4,076-55.9% | $4,764-62.3% |
| Participant deferral / active EE | $1,213 | $6,370-81.0% | $5,525-78.0% | $5,851-79.3% |
| Admin fee / account holder | $1,720 | $10,706-83.9% | $8,593-80.0% | $11,599-85.2% |