Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,293 | $88,778-27.6% | $81,844-21.4% | $145,884-55.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.39% | 1033.03%-1012.6pp | 778.87%-758.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $16,048 | $3,087+419.9% | $2,916+450.3% | $4,662+244.2% |
| Participant deferral / active EE | $6,771 | $4,648+45.7% | $4,323+56.6% | $6,690+1.2% |
| Admin fee / account holder | $16,700 | $8,430+98.1% | $7,355+127.0% | $13,392+24.7% |