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 | $42,732 | $102,393-58.3% | $147,041-70.9% | $80,911-47.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.57% | 134.95%-114.4pp | 419.21%-398.6pp | 35.63%-15.1pp |
| Employer contribution / active EE | $2,503 | $3,715-32.6% | $4,935-49.3% | $2,756-9.2% |
| Participant deferral / active EE | $7,015 | $6,647+5.5% | $8,071-13.1% | $4,297+63.2% |
| Admin fee / account holder | $597 | $7,943-92.5% | $13,006-95.4% | $6,935-91.4% |