Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,411 | $88,702-75.9% | $81,780-73.8% | $145,978-85.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.4%+21.4pp | 80.3%+13.5pp |
| Annual return | 49.26% | 1029.12%-979.9pp | 776.27%-727.0pp | 550.52%-501.3pp |
| Employer contribution / active EE | $2,448 | $3,084-20.6% | $2,914-16.0% | $4,662-47.5% |
| Participant deferral / active EE | $7,412 | $4,645+59.6% | $4,321+71.6% | $6,690+10.8% |
| Admin fee / account holder | $414 | $8,414-95.1% | $7,384-94.4% | $13,400-96.9% |