Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,618 | $160,070-87.7% | $147,117-86.7% | $145,897-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.75% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,753 | $5,285-47.9% | $4,932-44.2% | $4,663-41.0% |
| Participant deferral / active EE | $4,997 | $8,419-40.7% | $8,065-38.0% | $6,689-25.3% |
| Admin fee / account holder | $438 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |