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 | $249,170 | $150,442+65.6% | $136,295+82.8% | $147,585+68.8% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 21.22% | 1049.09%-1027.9pp | 5155.97%-5134.8pp | 578.56%-557.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,250 | $6,630+24.4% | $6,247+32.1% | $5,439+51.7% |
| Admin fee / account holder | $2,590 | $10,905-76.3% | $9,243-72.0% | $10,885-76.2% |