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 | $47,891 | $171,867-72.1% | $149,716-68.0% | $147,585-67.6% |
| Participation rate | 76.2% | 88.2%-12.0pp | 87.1%-10.9pp | 82.8%-6.6pp |
| Annual return | 20.51% | 2113.36%-2092.9pp | 1501.67%-1481.2pp | 578.58%-558.1pp |
| Employer contribution / active EE | $3,671 | $6,275-41.5% | $5,444-32.6% | $4,876-24.7% |
| Participant deferral / active EE | $5,322 | $7,270-26.8% | $6,568-19.0% | $5,439-2.1% |
| Admin fee / account holder | $1,018 | $13,799-92.6% | $11,282-91.0% | $10,886-90.6% |