Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,501 | $61,816-31.2% | $97,260-56.3% | $80,935-47.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 91.73% | -558.73%+650.5pp | 75.54%+16.2pp | 35.66%+56.1pp |
| Employer contribution / active EE | $4,266 | $1,836+132.3% | $2,721+56.8% | $2,757+54.7% |
| Participant deferral / active EE | $8,789 | $3,027+190.4% | $4,262+106.2% | $4,299+104.4% |
| Admin fee / account holder | $1,147 | $5,166-77.8% | $5,640-79.7% | $6,924-83.4% |