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 | $30,749 | $73,546-58.2% | $63,018-51.2% | $147,586-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.08% | 175.56%-158.5pp | 87.62%-70.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,002 | $3,324-69.9% | $2,761-63.7% | $4,876-79.5% |
| Participant deferral / active EE | $1,687 | $4,185-59.7% | $3,330-49.3% | $5,439-69.0% |
| Admin fee / account holder | $781 | $5,956-86.9% | $3,601-78.3% | $10,886-92.8% |