Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $39,028 | $88,778-56.0% | $81,844-52.3% | $145,884-73.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.31% | 1033.03%-1022.7pp | 778.87%-768.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,911 | $3,087-5.7% | $2,916-0.2% | $4,662-37.6% |
| Participant deferral / active EE | $6,364 | $4,648+36.9% | $4,323+47.2% | $6,690-4.9% |
| Admin fee / account holder | $1,099 | $8,430-87.0% | $7,355-85.1% | $13,392-91.8% |