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 | $64,588 | $76,785-15.9% | $56,441+14.4% | $145,959-55.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 3000.51%-2988.7pp | 1704.21%-1692.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,728 | $1,381+97.6% | $1,039+162.5% | $4,661-41.5% |
| Participant deferral / active EE | $15,951 | $2,624+508.0% | $1,953+716.8% | $6,689+138.5% |
| Admin fee / account holder | $513 | $3,334-84.6% | $2,829-81.9% | $13,398-96.2% |