Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $141,420 | $150,447-6.0% | $136,298+3.8% | $147,586-4.2% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 22.36% | 1049.15%-1026.8pp | 5156.27%-5133.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $3,387 | $5,256-35.6% | $4,696-27.9% | $4,876-30.5% |
| Participant deferral / active EE | $5,598 | $6,631-15.6% | $6,247-10.4% | $5,439+2.9% |
| Admin fee / account holder | $41,379 | $10,906+279.4% | $9,244+347.6% | $10,886+280.1% |