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 | $12,172 | $96,691-87.4% | $86,656-86.0% | $139,487-91.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.48% | 106.87%-80.4pp | 593.09%-566.6pp | 373.84%-347.4pp |
| Employer contribution / active EE | $2,425 | $3,267-25.8% | $3,025-19.9% | $4,755-49.0% |
| Participant deferral / active EE | $3,572 | $4,838-26.2% | $4,439-19.5% | $6,713-46.8% |
| Admin fee / account holder | $924 | $6,414-85.6% | $5,619-83.6% | $11,407-91.9% |