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 | $228,640 | $150,447+52.0% | $136,298+67.7% | $147,586+54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.56% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $23,510 | $5,256+347.3% | $4,696+400.7% | $4,876+382.1% |
| Participant deferral / active EE | $8,525 | $6,631+28.6% | $6,247+36.5% | $5,439+56.7% |
| Admin fee / account holder | $1,199 | $10,906-89.0% | $9,244-87.0% | $10,886-89.0% |