Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,815 | $96,643-83.6% | $86,617-81.7% | $139,456-88.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.37% | 106.57%-87.2pp | 591.91%-572.5pp | 373.45%-354.1pp |
| Employer contribution / active EE | $2,257 | $3,264-30.9% | $3,023-25.4% | $4,753-52.5% |
| Participant deferral / active EE | $4,608 | $4,835-4.7% | $4,437+3.9% | $6,711-31.3% |
| Admin fee / account holder | $2,572 | $6,406-59.9% | $5,613-54.2% | $11,407-77.5% |