Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,710 | $102,663-49.6% | $86,216-40.0% | $139,466-62.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.82% | 1924.52%-1903.7pp | 1169.42%-1148.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,882 | $3,035-38.0% | $2,382-21.0% | $4,754-60.4% |
| Participant deferral / active EE | $9,000 | $4,677+92.4% | $3,986+125.8% | $6,712+34.1% |
| Admin fee / account holder | $431 | $8,663-95.0% | $6,853-93.7% | $11,409-96.2% |