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 | $22,054 | $76,519-71.2% | $56,025-60.6% | $145,897-84.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 3017.03%-3006.8pp | 1712.69%-1702.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,148 | $1,383-17.0% | $1,042+10.2% | $4,663-75.4% |
| Participant deferral / active EE | $1,976 | $2,624-24.7% | $1,955+1.1% | $6,689-70.5% |
| Admin fee / account holder | $468 | $3,331-86.0% | $2,828-83.5% | $13,390-96.5% |