Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $135,441 | $88,815+52.5% | $81,882+65.4% | $145,897-7.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.64% | 1033.75%-1024.1pp | 779.47%-769.8pp | 552.29%-542.7pp |
| Employer contribution / active EE | $12,426 | $3,086+302.6% | $2,916+326.1% | $4,663+166.5% |
| Participant deferral / active EE | $16,582 | $4,647+256.8% | $4,323+283.6% | $6,689+147.9% |
| Admin fee / account holder | $648 | $8,434-92.3% | $7,360-91.2% | $13,390-95.2% |