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 | $27,249 | $106,008-74.3% | $92,240-70.5% | $147,586-81.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.04% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,784 | $4,333-58.8% | $3,680-51.5% | $4,876-63.4% |
| Participant deferral / active EE | $3,646 | $4,478-18.6% | $3,897-6.4% | $5,439-33.0% |
| Admin fee / account holder | $1,226 | $6,333-80.6% | $5,194-76.4% | $10,886-88.7% |