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 | $163,408 | $76,608+113.3% | $56,077+191.4% | $145,877+12.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 10.37% | 3009.59%-2999.2pp | 1709.28%-1698.9pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,226 | $1,382+61.1% | $1,040+114.0% | $4,663-52.3% |
| Participant deferral / active EE | $5,486 | $2,624+109.0% | $1,954+180.7% | $6,691-18.0% |
| Admin fee / account holder | $691 | $3,325-79.2% | $2,825-75.6% | $13,402-94.8% |