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 | $129,177 | $171,867-24.8% | $149,721-13.7% | $147,586-12.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.37% | 2113.36%-2103.0pp | 1501.67%-1491.3pp | 578.59%-568.2pp |
| Employer contribution / active EE | $3,485 | $6,275-44.5% | $5,444-36.0% | $4,876-28.5% |
| Participant deferral / active EE | $16,000 | $7,270+120.1% | $6,568+143.6% | $5,439+194.2% |
| Admin fee / account holder | $1,451 | $13,799-89.5% | $11,282-87.1% | $10,886-86.7% |