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 | $43,272 | $102,393-57.7% | $147,041-70.6% | $80,911-46.5% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 14.17% | 134.95%-120.8pp | 419.21%-405.0pp | 35.63%-21.5pp |
| Employer contribution / active EE | $10,683 | $3,715+187.5% | $4,935+116.5% | $2,756+287.7% |
| Participant deferral / active EE | $5,389 | $6,647-18.9% | $8,071-33.2% | $4,297+25.4% |
| Admin fee / account holder | $2,437 | $7,943-69.3% | $13,006-81.3% | $6,935-64.9% |