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 | $15,228 | $68,097-77.6% | $62,929-75.8% | $137,256-88.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 24.39% | 1859.11%-1834.7pp | 1063.93%-1039.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $3,570 | $2,811+27.0% | $2,505+42.6% | $4,156-14.1% |
| Participant deferral / active EE | $5,097 | $4,553+12.0% | $3,888+31.1% | $6,407-20.4% |
| Admin fee / account holder | $1,818 | $6,521-72.1% | $5,065-64.1% | $12,270-85.2% |