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 | $160,953 | $150,446+7.0% | $136,297+18.1% | $147,585+9.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.86% | 1049.14%-1032.3pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $20,000 | $5,256+280.5% | $4,696+325.9% | $4,876+310.1% |
| Participant deferral / active EE | $17,510 | $6,631+164.1% | $6,247+180.3% | $5,439+221.9% |
| Admin fee / account holder | $39,014 | $10,906+257.7% | $9,244+322.1% | $10,886+258.4% |