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 | $21,198 | $70,121-69.8% | $63,803-66.8% | $138,895-84.7% |
| Participation rate | 88.9% | 77.2%+11.7pp | 72.7%+16.2pp | 79.9%+9.0pp |
| Annual return | 14.27% | 946.48%-932.2pp | 543.72%-529.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,410 | $2,882-16.4% | $2,532-4.8% | $4,194-42.5% |
| Participant deferral / active EE | $3,003 | $4,535-33.8% | $3,843-21.9% | $6,396-53.0% |
| Admin fee / account holder | $10,555 | $6,738+56.7% | $5,196+103.1% | $12,562-16.0% |