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 | $19,360 | $106,008-81.7% | $92,240-79.0% | $147,586-86.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 41.92% | 50.05%-8.1pp | 176.29%-134.4pp | 578.59%-536.7pp |
| Employer contribution / active EE | $2,809 | $4,333-35.2% | $3,680-23.7% | $4,876-42.4% |
| Participant deferral / active EE | $3,908 | $4,478-12.7% | $3,897+0.3% | $5,439-28.1% |
| Admin fee / account holder | $692 | $6,333-89.1% | $5,194-86.7% | $10,886-93.6% |