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 | $39,520 | $150,442-73.7% | $136,295-71.0% | $147,585-73.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.23% | 1049.09%-1029.9pp | 5155.97%-5136.7pp | 578.56%-559.3pp |
| Employer contribution / active EE | $4,635 | $5,256-11.8% | $4,695-1.3% | $4,876-4.9% |
| Participant deferral / active EE | $8,500 | $6,630+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $4,611 | $10,905-57.7% | $9,243-50.1% | $10,885-57.6% |