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 | $41,333 | $150,447-72.5% | $136,298-69.7% | $147,586-72.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 19.35% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,952 | $5,256-62.9% | $4,696-58.4% | $4,876-60.0% |
| Participant deferral / active EE | $4,659 | $6,631-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $550 | $10,906-95.0% | $9,244-94.0% | $10,886-94.9% |