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 | $48,598 | $109,905-55.8% | $98,506-50.7% | $167,553-71.0% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 12.86% | 1960.20%-1947.3pp | 1494.92%-1482.1pp | 478.89%-466.0pp |
| Employer contribution / active EE | $701 | $3,226-78.3% | $2,961-76.3% | $4,840-85.5% |
| Participant deferral / active EE | $3,954 | $4,674-15.4% | $4,277-7.5% | $6,343-37.7% |
| Admin fee / account holder | $705 | $6,760-89.6% | $5,955-88.2% | $12,316-94.3% |