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 | $18,761 | $82,678-77.3% | $125,391-85.0% | $68,490-72.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | 79.17% | -5.97%+85.1pp | 572.41%-493.2pp | -7.85%+87.0pp |
| Employer contribution / active EE | $6,576 | $3,382+94.4% | $4,816+36.5% | $2,597+153.2% |
| Participant deferral / active EE | $8,024 | $6,111+31.3% | $7,448+7.7% | $4,028+99.2% |
| Admin fee / account holder | $832 | $6,277-86.7% | $10,009-91.7% | $5,403-84.6% |