Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,628 | $109,863-54.8% | $98,477-49.6% | $167,518-70.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 176.60% | 1958.09%-1781.5pp | 1493.59%-1317.0pp | 478.71%-302.1pp |
| Employer contribution / active EE | $2,663 | $3,225-17.4% | $2,961-10.0% | $4,838-45.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $805 | $6,755-88.1% | $5,951-86.5% | $12,312-93.5% |