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 | $75,460 | $150,446-49.8% | $136,297-44.6% | $147,585-48.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.69% | 1049.14%-1029.5pp | 5156.19%-5136.5pp | 578.58%-558.9pp |
| Employer contribution / active EE | $2,668 | $5,256-49.2% | $4,696-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $8,512 | $6,631+28.4% | $6,247+36.3% | $5,439+56.5% |
| Admin fee / account holder | $5,065 | $10,906-53.6% | $9,244-45.2% | $10,886-53.5% |