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 | $59,159 | $150,447-60.7% | $136,298-56.6% | $147,586-59.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 20.66% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $3,240 | $5,256-38.4% | $4,696-31.0% | $4,876-33.6% |
| Participant deferral / active EE | $9,160 | $6,631+38.1% | $6,247+46.6% | $5,439+68.4% |
| Admin fee / account holder | $678 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |