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 | $162,610 | $150,442+8.1% | $136,295+19.3% | $147,585+10.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.19% | 1049.09%-1030.9pp | 5155.97%-5137.8pp | 578.56%-560.4pp |
| Employer contribution / active EE | $10,100 | $5,256+92.2% | $4,695+115.1% | $4,876+107.1% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,312 | $10,905-42.1% | $9,243-31.7% | $10,885-42.0% |