Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,276 | $150,447-61.9% | $136,298-58.0% | $147,586-61.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.14% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.5pp |
| Employer contribution / active EE | $3,162 | $5,256-39.8% | $4,696-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $8,500 | $6,631+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $733 | $10,906-93.3% | $9,244-92.1% | $10,886-93.3% |