Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,796 | $160,070-86.4% | $147,117-85.2% | $145,897-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 110.92% | 98.69%+12.2pp | 420.54%-309.6pp | 552.29%-441.4pp |
| Employer contribution / active EE | $10,236 | $5,285+93.7% | $4,932+107.5% | $4,663+119.5% |
| Participant deferral / active EE | $16,408 | $8,419+94.9% | $8,065+103.5% | $6,689+145.3% |
| Admin fee / account holder | $7,879 | $15,035-47.6% | $12,993-39.4% | $13,390-41.2% |