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 | $9,031 | $96,361-90.6% | $80,607-88.8% | $139,456-93.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.98% | 1350.95%-1335.0pp | 936.11%-920.1pp | 373.45%-357.5pp |
| Employer contribution / active EE | $2,249 | $3,262-31.1% | $2,724-17.4% | $4,753-52.7% |
| Participant deferral / active EE | $1,948 | $5,232-62.8% | $4,448-56.2% | $6,711-71.0% |
| Admin fee / account holder | $900 | $6,601-86.4% | $5,379-83.3% | $11,407-92.1% |