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 | $156,051 | $72,465+115.3% | $67,575+130.9% | $145,884+7.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 7222.56%-7212.5pp | 3528.98%-3518.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $14,296 | $3,074+365.1% | $2,736+422.6% | $4,662+206.6% |
| Participant deferral / active EE | $8,735 | $4,786+82.5% | $4,003+118.2% | $6,690+30.6% |
| Admin fee / account holder | $43,199 | $5,515+683.3% | $3,993+981.9% | $13,392+222.6% |