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 | $145,984 | $96,691+51.0% | $86,656+68.5% | $139,487+4.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.71% | 106.87%-90.2pp | 593.09%-576.4pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,291 | $3,267-29.9% | $3,025-24.3% | $4,755-51.8% |
| Participant deferral / active EE | $16,865 | $4,838+248.6% | $4,439+279.9% | $6,713+151.2% |
| Admin fee / account holder | $647 | $6,414-89.9% | $5,619-88.5% | $11,407-94.3% |