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 | $46,226 | $150,447-69.3% | $136,298-66.1% | $147,586-68.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.87% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,112 | $5,256-78.8% | $4,696-76.3% | $4,876-77.2% |
| Participant deferral / active EE | $4,785 | $6,631-27.8% | $6,247-23.4% | $5,439-12.0% |
| Admin fee / account holder | $645 | $10,906-94.1% | $9,244-93.0% | $10,886-94.1% |