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 | $242,371 | $150,447+61.1% | $136,298+77.8% | $147,586+64.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.60% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $13,412 | $5,256+155.2% | $4,696+185.6% | $4,876+175.0% |
| Participant deferral / active EE | $6,486 | $6,631-2.2% | $6,247+3.8% | $5,439+19.3% |
| Admin fee / account holder | $1,153 | $10,906-89.4% | $9,244-87.5% | $10,886-89.4% |