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 | $131,327 | $171,867-23.6% | $149,721-12.3% | $147,586-11.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.87% | 2113.36%-2098.5pp | 1501.67%-1486.8pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,659 | $6,275-57.6% | $5,444-51.2% | $4,876-45.5% |
| Participant deferral / active EE | $6,107 | $7,270-16.0% | $6,568-7.0% | $5,439+12.3% |
| Admin fee / account holder | $824 | $13,799-94.0% | $11,282-92.7% | $10,886-92.4% |