Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,795 | $209,888-79.1% | $189,545-76.9% | $167,553-73.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 116.82% | 748.66%-631.8pp | 555.36%-438.5pp | 478.89%-362.1pp |
| Employer contribution / active EE | $9,310 | $6,915+34.6% | $6,162+51.1% | $4,840+92.4% |
| Participant deferral / active EE | $18,710 | $8,934+109.4% | $8,220+127.6% | $6,343+195.0% |
| Admin fee / account holder | $8,098 | $14,300-43.4% | $12,049-32.8% | $12,316-34.2% |