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 | $225,960 | $150,442+50.2% | $136,295+65.8% | $147,585+53.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.67% | 1049.09%-1030.4pp | 5155.97%-5137.3pp | 578.56%-559.9pp |
| Employer contribution / active EE | $2,725 | $5,256-48.1% | $4,695-42.0% | $4,876-44.1% |
| Participant deferral / active EE | $5,453 | $6,630-17.8% | $6,247-12.7% | $5,439+0.3% |
| Admin fee / account holder | $4,677 | $10,905-57.1% | $9,243-49.4% | $10,885-57.0% |