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 | $14,792 | $72,465-79.6% | $67,575-78.1% | $145,884-89.9% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 14.83% | 7222.56%-7207.7pp | 3528.98%-3514.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,108 | $3,074-64.0% | $2,736-59.5% | $4,662-76.2% |
| Participant deferral / active EE | $4,854 | $4,786+1.4% | $4,003+21.2% | $6,690-27.4% |
| Admin fee / account holder | $405 | $5,515-92.7% | $3,993-89.9% | $13,392-97.0% |