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 | $44,067 | $106,008-58.4% | $92,240-52.2% | $147,586-70.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.19% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $3,152 | $4,333-27.3% | $3,680-14.3% | $4,876-35.4% |
| Participant deferral / active EE | $5,985 | $4,478+33.6% | $3,897+53.6% | $5,439+10.0% |
| Admin fee / account holder | $6,150 | $6,333-2.9% | $5,194+18.4% | $10,886-43.5% |