Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,081 | $150,447-79.3% | $136,298-77.2% | $147,586-78.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.54% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.1pp |
| Employer contribution / active EE | $3,275 | $5,256-37.7% | $4,696-30.3% | $4,876-32.8% |
| Participant deferral / active EE | $6,092 | $6,631-8.1% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $4,329 | $10,906-60.3% | $9,244-53.2% | $10,886-60.2% |