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 | $73,385 | $150,446-51.2% | $136,297-46.2% | $147,585-50.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.28% | 1049.14%-1028.9pp | 5156.19%-5135.9pp | 578.58%-558.3pp |
| Employer contribution / active EE | $2,184 | $5,256-58.4% | $4,696-53.5% | $4,876-55.2% |
| Participant deferral / active EE | $7,052 | $6,631+6.4% | $6,247+12.9% | $5,439+29.7% |
| Admin fee / account holder | $7,204 | $10,906-33.9% | $9,244-22.1% | $10,886-33.8% |