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 | $11,650 | $96,691-88.0% | $86,656-86.6% | $139,487-91.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.84% | 106.87%-83.0pp | 593.09%-569.2pp | 373.84%-350.0pp |
| Employer contribution / active EE | $2,611 | $3,267-20.1% | $3,025-13.7% | $4,755-45.1% |
| Participant deferral / active EE | $2,534 | $4,838-47.6% | $4,439-42.9% | $6,713-62.3% |
| Admin fee / account holder | $1,075 | $6,414-83.2% | $5,619-80.9% | $11,407-90.6% |