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 | $115,344 | $96,361+19.7% | $80,607+43.1% | $139,456-17.3% |
| Participation rate | 89.5% | 73.6%+15.8pp | 67.0%+22.5pp | 80.3%+9.1pp |
| Annual return | 12.82% | 1350.95%-1338.1pp | 936.11%-923.3pp | 373.45%-360.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,982 | $5,232+52.6% | $4,448+79.5% | $6,711+18.9% |
| Admin fee / account holder | $2,402 | $6,601-63.6% | $5,379-55.4% | $11,407-78.9% |