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 | $41,266 | $150,446-72.6% | $136,297-69.7% | $147,585-72.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.07% | 1049.14%-1033.1pp | 5156.19%-5140.1pp | 578.58%-562.5pp |
| Employer contribution / active EE | $4,083 | $5,256-22.3% | $4,696-13.1% | $4,876-16.3% |
| Participant deferral / active EE | $6,368 | $6,631-4.0% | $6,247+1.9% | $5,439+17.1% |
| Admin fee / account holder | $467 | $10,906-95.7% | $9,244-94.9% | $10,886-95.7% |