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 | $63,221 | $190,916-66.9% | $160,037-60.5% | $134,545-53.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.73% | 552.79%-551.1pp | 408.95%-407.2pp | 418.37%-416.6pp |
| Employer contribution / active EE | $13,250 | $4,996+165.2% | $4,226+213.6% | $4,742+179.5% |
| Participant deferral / active EE | $11,128 | $6,925+60.7% | $6,184+80.0% | $6,401+73.8% |
| Admin fee / account holder | $484 | $10,497-95.4% | $8,716-94.4% | $11,431-95.8% |