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 | $50,191 | $65,440-23.3% | $98,506-49.0% | $85,851-41.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.49% | 21.75%-6.3pp | 1494.92%-1479.4pp | 318.63%-303.1pp |
| Employer contribution / active EE | $1,798 | $2,169-17.1% | $2,961-39.3% | $2,565-29.9% |
| Participant deferral / active EE | $4,395 | $3,168+38.7% | $4,277+2.8% | $3,952+11.2% |
| Admin fee / account holder | $1,212 | $4,596-73.6% | $5,955-79.6% | $6,261-80.6% |