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 | $44,391 | $81,727-45.7% | $58,534-24.2% | $139,427-68.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.79% | 7422.38%-7402.6pp | 4248.32%-4228.5pp | 373.27%-353.5pp |
| Employer contribution / active EE | $2,811 | $1,399+101.0% | $1,054+166.8% | $4,752-40.8% |
| Participant deferral / active EE | $15,923 | $2,557+522.7% | $1,924+727.5% | $6,711+137.3% |
| Admin fee / account holder | $308 | $3,271-90.6% | $2,519-87.8% | $11,404-97.3% |