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 | $148,649 | $96,361+54.3% | $80,607+84.4% | $139,456+6.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.85% | 1350.95%-1332.1pp | 936.11%-917.3pp | 373.45%-354.6pp |
| Employer contribution / active EE | $7,165 | $3,262+119.6% | $2,724+163.0% | $4,753+50.8% |
| Participant deferral / active EE | $4,358 | $5,232-16.7% | $4,448-2.0% | $6,711-35.1% |
| Admin fee / account holder | $1,345 | $6,601-79.6% | $5,379-75.0% | $11,407-88.2% |