Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,883 | $76,785-76.7% | $56,441-68.3% | $145,959-87.7% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 12.79% | 3000.51%-2987.7pp | 1704.21%-1691.4pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,713 | $1,381+24.1% | $1,039+64.9% | $4,661-63.2% |
| Participant deferral / active EE | $2,922 | $2,624+11.4% | $1,953+49.6% | $6,689-56.3% |
| Admin fee / account holder | $1,516 | $3,334-54.5% | $2,829-46.4% | $13,398-88.7% |