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 | $108,715 | $76,522+42.1% | $56,033+94.0% | $145,884-25.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.51% | 3014.28%-2993.8pp | 1711.38%-1690.9pp | 551.85%-531.3pp |
| Employer contribution / active EE | $4,003 | $1,382+189.6% | $1,041+284.6% | $4,662-14.1% |
| Participant deferral / active EE | $2,437 | $2,624-7.1% | $1,954+24.7% | $6,690-63.6% |
| Admin fee / account holder | $1,425 | $3,328-57.2% | $2,827-49.6% | $13,392-89.4% |