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 | $60,945 | $102,635-40.6% | $86,209-29.3% | $139,456-56.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.48% | 1923.53%-1908.1pp | 1169.05%-1153.6pp | 373.45%-358.0pp |
| Employer contribution / active EE | $12,372 | $3,034+307.8% | $2,381+419.5% | $4,753+160.3% |
| Participant deferral / active EE | $4,110 | $4,677-12.1% | $3,986+3.1% | $6,711-38.8% |
| Admin fee / account holder | $336 | $8,661-96.1% | $6,853-95.1% | $11,407-97.1% |