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 | $25,925 | $49,199-47.3% | $121,204-78.6% | $75,173-65.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.49% | 56.04%-40.6pp | 987.18%-971.7pp | 160.72%-145.2pp |
| Employer contribution / active EE | $4,822 | $1,547+211.7% | $4,170+15.6% | $2,671+80.5% |
| Participant deferral / active EE | $3,172 | $2,630+20.6% | $4,083-22.3% | $4,126-23.1% |
| Admin fee / account holder | $920 | $3,946-76.7% | $5,651-83.7% | $5,651-83.7% |