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 | $16,679 | $114,093-85.4% | $96,171-82.7% | $167,536-90.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.35% | 190.00%-176.6pp | 192.04%-178.7pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,992 | $3,429-41.9% | $2,799-28.8% | $4,839-58.8% |
| Participant deferral / active EE | $1,536 | $5,197-70.4% | $4,350-64.7% | $6,342-75.8% |
| Admin fee / account holder | $402 | $6,899-94.2% | $5,538-92.7% | $12,315-96.7% |