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 | $50,871 | $202,345-74.9% | $172,755-70.6% | $152,885-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 61.45% | 1029.77%-968.3pp | 802.94%-741.5pp | 345.39%-283.9pp |
| Employer contribution / active EE | $9,247 | $5,858+57.9% | $5,144+79.8% | $4,763+94.1% |
| Participant deferral / active EE | $5,239 | $5,948-11.9% | $5,198+0.8% | $5,851-10.5% |
| Admin fee / account holder | $535 | $17,111-96.9% | $13,955-96.2% | $11,598-95.4% |