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 | $41,900 | $150,447-72.1% | $136,298-69.3% | $147,586-71.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.55% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,688 | $5,256-48.9% | $4,696-42.8% | $4,876-44.9% |
| Participant deferral / active EE | $14,271 | $6,631+115.2% | $6,247+128.4% | $5,439+162.4% |
| Admin fee / account holder | $498 | $10,906-95.4% | $9,244-94.6% | $10,886-95.4% |