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 | $80,126 | $76,608+4.6% | $56,077+42.9% | $145,877-45.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 23.97% | 3009.59%-2985.6pp | 1709.28%-1685.3pp | 551.28%-527.3pp |
| Employer contribution / active EE | $5,217 | $1,382+277.6% | $1,040+401.4% | $4,663+11.9% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,186 | $3,325-4.2% | $2,825+12.8% | $13,402-76.2% |