Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,203 | $97,732-83.4% | $83,831-80.7% | $135,380-88.0% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,477 | $4,222-41.3% | $3,631-31.8% | $4,779-48.2% |
| Participant deferral / active EE | $4,664 | $4,683-0.4% | $4,082+14.3% | $5,609-16.8% |
| Admin fee / account holder | $990 | $6,675-85.2% | $5,479-81.9% | $10,828-90.9% |