Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,705 | $96,678-60.0% | $86,640-55.3% | $139,466-72.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.01% | 106.69%-88.7pp | 592.52%-574.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,121 | $3,265-35.0% | $3,024-29.9% | $4,754-55.4% |
| Participant deferral / active EE | $4,877 | $4,837+0.8% | $4,438+9.9% | $6,712-27.3% |
| Admin fee / account holder | $415 | $6,410-93.5% | $5,616-92.6% | $11,409-96.4% |