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 | $149,649 | $150,446-0.5% | $136,297+9.8% | $147,585+1.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.04% | 1049.14%-1034.1pp | 5156.19%-5141.2pp | 578.58%-563.5pp |
| Employer contribution / active EE | $9,806 | $5,256+86.6% | $4,696+108.8% | $4,876+101.1% |
| Participant deferral / active EE | $4,063 | $6,631-38.7% | $6,247-35.0% | $5,439-25.3% |
| Admin fee / account holder | $12,894 | $10,906+18.2% | $9,244+39.5% | $10,886+18.5% |