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 | $76,429 | $108,685-29.7% | $74,719+2.3% | $152,885-50.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 15.46% | 114.09%-98.6pp | 753.05%-737.6pp | 345.39%-329.9pp |
| Employer contribution / active EE | $2,778 | $1,504+84.7% | $1,084+156.2% | $4,763-41.7% |
| Participant deferral / active EE | $5,210 | $2,712+92.1% | $1,963+165.4% | $5,851-11.0% |
| Admin fee / account holder | $18,200 | $4,905+271.0% | $3,334+445.8% | $11,598+56.9% |