Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,666 | $88,815-58.7% | $81,882-55.2% | $145,897-74.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 92.22% | 1033.75%-941.5pp | 779.47%-687.3pp | 552.29%-460.1pp |
| Employer contribution / active EE | $2,502 | $3,086-18.9% | $2,916-14.2% | $4,663-46.3% |
| Participant deferral / active EE | $6,799 | $4,647+46.3% | $4,323+57.3% | $6,689+1.6% |
| Admin fee / account holder | $5,757 | $8,434-31.7% | $7,360-21.8% | $13,390-57.0% |