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 | $43,137 | $88,778-51.4% | $81,844-47.3% | $145,884-70.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.71% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,483 | $3,087-19.6% | $2,916-14.9% | $4,662-46.7% |
| Participant deferral / active EE | $4,308 | $4,648-7.3% | $4,323-0.4% | $6,690-35.6% |
| Admin fee / account holder | $1,148 | $8,430-86.4% | $7,355-84.4% | $13,392-91.4% |