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 | $194,869 | $150,446+29.5% | $136,297+43.0% | $147,585+32.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.47% | 1049.14%-1030.7pp | 5156.19%-5137.7pp | 578.58%-560.1pp |
| Employer contribution / active EE | $5,400 | $5,256+2.7% | $4,696+15.0% | $4,876+10.7% |
| Participant deferral / active EE | $11,506 | $6,631+73.5% | $6,247+84.2% | $5,439+111.6% |
| Admin fee / account holder | $18,660 | $10,906+71.1% | $9,244+101.9% | $10,886+71.4% |