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 | $28,471 | $100,938-71.8% | $90,461-68.5% | $158,982-82.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.68% | 1727.20%-1710.5pp | 1294.76%-1278.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,827 | $3,691-50.5% | $3,264-44.0% | $4,763-61.6% |
| Participant deferral / active EE | $3,472 | $4,350-20.2% | $3,964-12.4% | $5,983-42.0% |
| Admin fee / account holder | $966 | $6,510-85.2% | $5,617-82.8% | $11,252-91.4% |