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 | $42,099 | $73,546-42.8% | $63,018-33.2% | $147,586-71.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.25% | 175.56%-164.3pp | 87.62%-76.4pp | 578.59%-567.3pp |
| Employer contribution / active EE | $2,625 | $3,324-21.0% | $2,761-4.9% | $4,876-46.2% |
| Participant deferral / active EE | $1,854 | $4,185-55.7% | $3,330-44.3% | $5,439-65.9% |
| Admin fee / account holder | $392 | $5,956-93.4% | $3,601-89.1% | $10,886-96.4% |