Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,766 | $88,754-41.7% | $81,820-36.7% | $145,877-64.5% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 23.16% | 1031.77%-1008.6pp | 777.93%-754.8pp | 551.28%-528.1pp |
| Employer contribution / active EE | $2,462 | $3,085-20.2% | $2,915-15.5% | $4,663-47.2% |
| Participant deferral / active EE | $7,817 | $4,648+68.2% | $4,323+80.8% | $6,691+16.8% |
| Admin fee / account holder | $492 | $8,424-94.2% | $7,391-93.3% | $13,402-96.3% |