Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,622 | $90,691-54.1% | $76,119-45.3% | $145,884-71.5% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 13.12% | 624.52%-611.4pp | 361.25%-348.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $6,455 | $3,329+93.9% | $2,693+139.7% | $4,662+38.5% |
| Participant deferral / active EE | $1,556 | $5,167-69.9% | $4,259-63.5% | $6,690-76.7% |
| Admin fee / account holder | $979 | $8,383-88.3% | $6,421-84.8% | $13,392-92.7% |