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 | $31,269 | $106,008-70.5% | $92,240-66.1% | $147,586-78.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.30% | 50.05%-28.8pp | 176.29%-155.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $7,907 | $4,333+82.5% | $3,680+114.9% | $4,876+62.2% |
| Participant deferral / active EE | $2,674 | $4,478-40.3% | $3,897-31.4% | $5,439-50.8% |
| Admin fee / account holder | $1,981 | $6,333-68.7% | $5,194-61.9% | $10,886-81.8% |