Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,900 | $96,678-77.3% | $86,640-74.7% | $139,466-84.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.53% | 106.69%-88.2pp | 592.52%-574.0pp | 373.66%-355.1pp |
| Employer contribution / active EE | $6,273 | $3,265+92.1% | $3,024+107.4% | $4,754+31.9% |
| Participant deferral / active EE | $3,672 | $4,837-24.1% | $4,438-17.3% | $6,712-45.3% |
| Admin fee / account holder | $633 | $6,410-90.1% | $5,616-88.7% | $11,409-94.5% |