Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,020 | $96,419-57.5% | $80,648-49.1% | $139,487-70.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.08% | 1352.86%-1335.8pp | 937.21%-920.1pp | 373.84%-356.8pp |
| Employer contribution / active EE | $3,244 | $3,261-0.5% | $2,724+19.1% | $4,755-31.8% |
| Participant deferral / active EE | $5,736 | $5,225+9.8% | $4,443+29.1% | $6,713-14.6% |
| Admin fee / account holder | $4,577 | $6,605-30.7% | $5,382-15.0% | $11,407-59.9% |