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 | $26,254 | $96,361-72.8% | $80,607-67.4% | $139,456-81.2% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 10.50% | 1350.95%-1340.5pp | 936.11%-925.6pp | 373.45%-363.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,100 | $5,232-2.5% | $4,448+14.7% | $6,711-24.0% |
| Admin fee / account holder | $2,470 | $6,601-62.6% | $5,379-54.1% | $11,407-78.4% |