Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,578 | $100,938-82.6% | $90,461-80.6% | $158,982-88.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.57% | 1727.20%-1708.6pp | 1294.76%-1276.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,145 | $3,691-14.8% | $3,264-3.7% | $4,763-34.0% |
| Participant deferral / active EE | $5,706 | $4,350+31.2% | $3,964+43.9% | $5,983-4.6% |
| Admin fee / account holder | $1,323 | $6,510-79.7% | $5,617-76.4% | $11,252-88.2% |