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 | $11,326 | $96,678-88.3% | $86,640-86.9% | $139,466-91.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 33.26% | 106.69%-73.4pp | 592.52%-559.3pp | 373.66%-340.4pp |
| Employer contribution / active EE | $3,005 | $3,265-8.0% | $3,024-0.6% | $4,754-36.8% |
| Participant deferral / active EE | $3,515 | $4,837-27.3% | $4,438-20.8% | $6,712-47.6% |
| Admin fee / account holder | $443 | $6,410-93.1% | $5,616-92.1% | $11,409-96.1% |