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 | $21,667 | $97,732-77.8% | $83,831-74.2% | $135,380-84.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.36% | 1287.56%-1286.2pp | 850.99%-849.6pp | 519.81%-518.4pp |
| Employer contribution / active EE | $6,641 | $4,222+57.3% | $3,631+82.9% | $4,779+39.0% |
| Participant deferral / active EE | $8,144 | $4,683+73.9% | $4,082+99.5% | $5,609+45.2% |
| Admin fee / account holder | $554 | $6,675-91.7% | $5,479-89.9% | $10,828-94.9% |