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 | $35,664 | $102,663-65.3% | $86,216-58.6% | $139,466-74.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.47% | 1924.52%-1897.1pp | 1169.42%-1141.9pp | 373.66%-346.2pp |
| Employer contribution / active EE | $2,490 | $3,035-17.9% | $2,382+4.6% | $4,754-47.6% |
| Participant deferral / active EE | $6,982 | $4,677+49.3% | $3,986+75.2% | $6,712+4.0% |
| Admin fee / account holder | $384 | $8,663-95.6% | $6,853-94.4% | $11,409-96.6% |