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 | $22,623 | $100,073-77.4% | $85,126-73.4% | $145,877-84.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 422.46% | 84.11%+338.3pp | 66.63%+355.8pp | 551.28%-128.8pp |
| Employer contribution / active EE | $2,146 | $3,236-33.7% | $2,731-21.4% | $4,663-54.0% |
| Participant deferral / active EE | $4,697 | $5,294-11.3% | $4,523+3.8% | $6,691-29.8% |
| Admin fee / account holder | $304 | $7,261-95.8% | $6,160-95.1% | $13,402-97.7% |