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 | $162,956 | $171,867-5.2% | $149,721+8.8% | $147,586+10.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.12% | 2113.36%-2102.2pp | 1501.67%-1490.5pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,904 | $6,275-53.7% | $5,444-46.7% | $4,876-40.5% |
| Participant deferral / active EE | $6,783 | $7,270-6.7% | $6,568+3.3% | $5,439+24.7% |
| Admin fee / account holder | $1,191 | $13,799-91.4% | $11,282-89.4% | $10,886-89.1% |