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 | $38,369 | $150,447-74.5% | $136,298-71.8% | $147,586-74.0% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 25.53% | 1049.15%-1023.6pp | 5156.27%-5130.7pp | 578.59%-553.1pp |
| Employer contribution / active EE | $3,801 | $5,256-27.7% | $4,696-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $5,976 | $6,631-9.9% | $6,247-4.3% | $5,439+9.9% |
| Admin fee / account holder | $1,259 | $10,906-88.5% | $9,244-86.4% | $10,886-88.4% |