Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,704 | $102,393-55.4% | $147,041-68.9% | $80,911-43.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.47% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.2pp |
| Employer contribution / active EE | $4,924 | $3,715+32.5% | $4,935-0.2% | $2,756+78.7% |
| Participant deferral / active EE | $9,789 | $6,647+47.3% | $8,071+21.3% | $4,297+127.8% |
| Admin fee / account holder | $14,848 | $7,943+86.9% | $13,006+14.2% | $6,935+114.1% |