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 | $156,096 | $99,031+57.6% | $86,597+80.3% | $147,585+5.8% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 118.97% | 1312.56%-1193.6pp | 964.96%-846.0pp | 578.57%-459.6pp |
| Employer contribution / active EE | $2,624 | $3,132-16.2% | $2,840-7.6% | $4,876-46.2% |
| Participant deferral / active EE | $6,639 | $3,972+67.1% | $3,609+84.0% | $5,439+22.1% |
| Admin fee / account holder | $15,580 | $5,711+172.8% | $4,906+217.6% | $10,885+43.1% |