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 | $97,904 | $76,608+27.8% | $56,077+74.6% | $145,877-32.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 3009.59%-2998.5pp | 1709.28%-1698.2pp | 551.28%-540.2pp |
| Employer contribution / active EE | $6,320 | $1,382+357.4% | $1,040+507.5% | $4,663+35.5% |
| Participant deferral / active EE | $3,016 | $2,624+14.9% | $1,954+54.3% | $6,691-54.9% |
| Admin fee / account holder | $414 | $3,325-87.6% | $2,825-85.4% | $13,402-96.9% |