Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,980 | $68,097-6.0% | $62,929+1.7% | $137,256-53.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.33% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,454 | $2,811+58.4% | $2,505+77.8% | $4,156+7.2% |
| Participant deferral / active EE | $10,756 | $4,553+136.3% | $3,888+176.6% | $6,407+67.9% |
| Admin fee / account holder | $4,243 | $6,521-34.9% | $5,065-16.2% | $12,270-65.4% |