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 | $189,767 | $150,447+26.1% | $136,298+39.2% | $147,586+28.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.82% | 1049.15%-1031.3pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $6,346 | $5,256+20.7% | $4,696+35.1% | $4,876+30.1% |
| Participant deferral / active EE | $6,442 | $6,631-2.8% | $6,247+3.1% | $5,439+18.4% |
| Admin fee / account holder | $2,402 | $10,906-78.0% | $9,244-74.0% | $10,886-77.9% |