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 | $19,593 | $149,040-86.9% | $120,225-83.7% | $137,256-85.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.57% | 605.68%-586.1pp | 439.23%-419.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,254 | $4,350-48.2% | $3,475-35.2% | $4,156-45.8% |
| Participant deferral / active EE | $3,129 | $4,655-32.8% | $3,999-21.7% | $6,407-51.2% |
| Admin fee / account holder | $597 | $6,348-90.6% | $5,696-89.5% | $12,270-95.1% |