Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,434 | $24,618+27.7% | $71,585-56.1% | $82,637-62.0% |
| Participation rate | 97.8% | 68.2%+29.6pp | 68.2%+29.6pp | 68.1%+29.7pp |
| Annual return | 15736.10% | 93.17%+15642.9pp | 59.26%+15676.8pp | 53.51%+15682.6pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,706 | $1,720+173.6% | $2,923+61.0% | $4,126+14.1% |
| Admin fee / account holder | $1,510 | $3,285-54.0% | $4,712-68.0% | $7,339-79.4% |