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 | $29,834 | $60,128-50.4% | $90,440-67.0% | $79,852-62.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.06% | 71.95%-51.9pp | 1294.38%-1274.3pp | 31.72%-11.7pp |
| Employer contribution / active EE | $4,635 | $2,068+124.1% | $3,263+42.1% | $2,471+87.6% |
| Participant deferral / active EE | $3,155 | $2,939+7.4% | $3,964-20.4% | $3,740-15.6% |
| Admin fee / account holder | $342 | $3,977-91.4% | $5,615-93.9% | $5,306-93.6% |