Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,963 | $88,815-40.4% | $81,882-35.3% | $145,897-63.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.28% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $7,868 | $3,086+154.9% | $2,916+169.8% | $4,663+68.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,412 | $8,434-71.4% | $7,360-67.2% | $13,390-82.0% |