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 | $17,638 | $156,970-88.8% | $121,210-85.4% | $139,487-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.61% | 1477.10%-1464.5pp | 987.41%-974.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $7,934 | $5,546+43.1% | $4,171+90.2% | $4,755+66.9% |
| Participant deferral / active EE | $11,287 | $4,849+132.8% | $4,084+176.4% | $6,713+68.1% |
| Admin fee / account holder | $3,683 | $6,947-47.0% | $5,647-34.8% | $11,407-67.7% |