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 | $161,747 | $150,447+7.5% | $136,298+18.7% | $147,586+9.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.96% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $15,622 | $5,256+197.2% | $4,696+232.7% | $4,876+220.4% |
| Participant deferral / active EE | $7,266 | $6,631+9.6% | $6,247+16.3% | $5,439+33.6% |
| Admin fee / account holder | $14,636 | $10,906+34.2% | $9,244+58.3% | $10,886+34.4% |