Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,614 | $76,519-86.1% | $56,025-81.1% | $145,897-92.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 3017.03%-3005.3pp | 1712.69%-1700.9pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,515 | $1,383+9.5% | $1,042+45.4% | $4,663-67.5% |
| Participant deferral / active EE | $2,326 | $2,624-11.4% | $1,955+19.0% | $6,689-65.2% |
| Admin fee / account holder | $704 | $3,331-78.9% | $2,828-75.1% | $13,390-94.7% |