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 | $240,767 | $150,447+60.0% | $136,298+76.6% | $147,586+63.1% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 14.48% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $10,404 | $5,256+97.9% | $4,696+121.6% | $4,876+113.4% |
| Participant deferral / active EE | $8,326 | $6,631+25.6% | $6,247+33.3% | $5,439+53.1% |
| Admin fee / account holder | $14,672 | $10,906+34.5% | $9,244+58.7% | $10,886+34.8% |