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 | $33,357 | $77,816-57.1% | $123,552-73.0% | $64,173-48.0% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | 484.45% | 12.49%+472.0pp | 119.20%+365.2pp | 7.63%+476.8pp |
| Employer contribution / active EE | $2,653 | $3,014-12.0% | $4,628-42.7% | $2,381+11.4% |
| Participant deferral / active EE | $4,463 | $5,240-14.8% | $6,426-30.5% | $3,470+28.6% |
| Admin fee / account holder | $11,557 | $5,519+109.4% | $9,285+24.5% | $4,887+136.5% |