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 | $60,715 | $150,447-59.6% | $136,298-55.5% | $147,586-58.9% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 14.45% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,304 | $5,256-56.2% | $4,696-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $5,430 | $6,631-18.1% | $6,247-13.1% | $5,439-0.2% |
| Admin fee / account holder | $2,666 | $10,906-75.6% | $9,244-71.2% | $10,886-75.5% |