Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,601 | $58,927-68.4% | $76,823-75.8% | $72,983-74.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.49% | 2305.64%-2286.2pp | 1166.42%-1146.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $5,098 | $1,787+185.3% | $2,302+121.4% | $2,440+108.9% |
| Participant deferral / active EE | $2,764 | $2,690+2.7% | $3,336-17.1% | $3,608-23.4% |
| Admin fee / account holder | $795 | $4,013-80.2% | $6,422-87.6% | $5,124-84.5% |