Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $86,437 | $76,785+12.6% | $56,441+53.1% | $145,959-40.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.57% | 3000.51%-2986.9pp | 1704.21%-1690.6pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,288 | $1,381-6.7% | $1,039+23.9% | $4,661-72.4% |
| Participant deferral / active EE | $6,124 | $2,624+133.4% | $1,953+213.6% | $6,689-8.4% |
| Admin fee / account holder | $1,169 | $3,334-64.9% | $2,829-58.7% | $13,398-91.3% |