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 | $82,171 | $180,749-54.5% | $160,784-48.9% | $137,256-40.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.37% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,822 | $4,155-56.1% | $3,733-51.2% | $4,156-56.2% |
| Participant deferral / active EE | $3,374 | $6,844-50.7% | $6,293-46.4% | $6,407-47.3% |
| Admin fee / account holder | $8,888 | $10,397-14.5% | $9,717-8.5% | $12,270-27.6% |