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 | $26,747 | $114,073-76.6% | $96,161-72.2% | $167,518-84.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.12% | 189.95%-176.8pp | 192.01%-178.9pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,654 | $3,428-51.8% | $2,798-40.9% | $4,838-65.8% |
| Participant deferral / active EE | $4,364 | $5,195-16.0% | $4,349+0.3% | $6,342-31.2% |
| Admin fee / account holder | $2,099 | $6,899-69.6% | $5,538-62.1% | $12,312-83.0% |