Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,203 | $76,522-97.1% | $56,033-96.1% | $145,884-98.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.82% | 3014.28%-3003.5pp | 1711.38%-1700.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $493 | $1,382-64.3% | $1,041-52.6% | $4,662-89.4% |
| Participant deferral / active EE | $710 | $2,624-73.0% | $1,954-63.7% | $6,690-89.4% |
| Admin fee / account holder | $319 | $3,328-90.4% | $2,827-88.7% | $13,392-97.6% |