Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,508 | $102,635-77.1% | $86,209-72.7% | $139,456-83.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 41.89% | 1923.53%-1881.6pp | 1169.05%-1127.2pp | 373.45%-331.6pp |
| Employer contribution / active EE | $1,139 | $3,034-62.4% | $2,381-52.2% | $4,753-76.0% |
| Participant deferral / active EE | $7,850 | $4,677+67.8% | $3,986+96.9% | $6,711+17.0% |
| Admin fee / account holder | $769 | $8,661-91.1% | $6,853-88.8% | $11,407-93.3% |