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 | $48,813 | $171,867-71.6% | $149,721-67.4% | $147,586-66.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.38% | 2113.36%-2101.0pp | 1501.67%-1489.3pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,273 | $6,275-63.8% | $5,444-58.3% | $4,876-53.4% |
| Participant deferral / active EE | $4,120 | $7,270-43.3% | $6,568-37.3% | $5,439-24.2% |
| Admin fee / account holder | $1,807 | $13,799-86.9% | $11,282-84.0% | $10,886-83.4% |