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 | $65,365 | $96,388-32.2% | $80,627-18.9% | $139,466-53.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.79% | 1352.08%-1333.3pp | 936.76%-918.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $3,236 | $3,260-0.7% | $2,723+18.9% | $4,754-31.9% |
| Participant deferral / active EE | $7,660 | $5,224+46.6% | $4,443+72.4% | $6,712+14.1% |
| Admin fee / account holder | $424 | $6,603-93.6% | $5,381-92.1% | $11,409-96.3% |