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 | $85,578 | $150,442-43.1% | $136,295-37.2% | $147,585-42.0% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 17.76% | 1049.09%-1031.3pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $6,736 | $5,256+28.2% | $4,695+43.5% | $4,876+38.1% |
| Participant deferral / active EE | $5,423 | $6,630-18.2% | $6,247-13.2% | $5,439-0.3% |
| Admin fee / account holder | $1,051 | $10,905-90.4% | $9,243-88.6% | $10,885-90.3% |