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 | $85,434 | $177,353-51.8% | $158,226-46.0% | $198,609-57.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 9.62% | 599.50%-589.9pp | 501.41%-491.8pp | 202.70%-193.1pp |
| Employer contribution / active EE | $2,000 | $3,239-38.2% | $2,986-33.0% | $5,055-60.4% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $687 | $10,960-93.7% | $10,217-93.3% | $19,030-96.4% |