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 | $30,293 | $102,635-70.5% | $86,209-64.9% | $139,456-78.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 23.09% | 1923.53%-1900.4pp | 1169.05%-1146.0pp | 373.45%-350.4pp |
| Employer contribution / active EE | $4,919 | $3,034+62.1% | $2,381+106.6% | $4,753+3.5% |
| Participant deferral / active EE | $10,019 | $4,677+114.2% | $3,986+151.3% | $6,711+49.3% |
| Admin fee / account holder | $3,261 | $8,661-62.3% | $6,853-52.4% | $11,407-71.4% |