Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,850 | $110,093-50.2% | $97,295-43.6% | $145,897-62.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.33% | 244.76%-229.4pp | 75.62%-60.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,933 | $3,077-4.7% | $2,723+7.7% | $4,663-37.1% |
| Participant deferral / active EE | $11,161 | $4,678+138.6% | $4,264+161.8% | $6,689+66.8% |
| Admin fee / account holder | $335 | $6,212-94.6% | $5,646-94.1% | $13,390-97.5% |