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 | $159,130 | $150,447+5.8% | $136,298+16.8% | $147,586+7.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.83% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.8pp |
| Employer contribution / active EE | $9,343 | $5,256+77.7% | $4,696+99.0% | $4,876+91.6% |
| Participant deferral / active EE | $9,115 | $6,631+37.5% | $6,247+45.9% | $5,439+67.6% |
| Admin fee / account holder | $1,561 | $10,906-85.7% | $9,244-83.1% | $10,886-85.7% |