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 | $45,836 | $156,927-70.8% | $121,169-62.2% | $139,456-67.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.98% | 1475.85%-1463.9pp | 986.71%-974.7pp | 373.45%-361.5pp |
| Employer contribution / active EE | $12,064 | $5,542+117.7% | $4,168+189.4% | $4,753+153.8% |
| Participant deferral / active EE | $531 | $4,848-89.0% | $4,083-87.0% | $6,711-92.1% |
| Admin fee / account holder | $471 | $6,946-93.2% | $5,645-91.7% | $11,407-95.9% |