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 | $22,362 | $97,732-77.1% | $83,831-73.3% | $135,380-83.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 32.72% | 1287.56%-1254.8pp | 850.99%-818.3pp | 519.81%-487.1pp |
| Employer contribution / active EE | $2,398 | $4,222-43.2% | $3,631-34.0% | $4,779-49.8% |
| Participant deferral / active EE | $4,180 | $4,683-10.7% | $4,082+2.4% | $5,609-25.5% |
| Admin fee / account holder | $1,007 | $6,675-84.9% | $5,479-81.6% | $10,828-90.7% |