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 | $54,680 | $150,447-63.7% | $136,298-59.9% | $147,586-63.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.63% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $7,503 | $5,256+42.7% | $4,696+59.8% | $4,876+53.9% |
| Participant deferral / active EE | $6,475 | $6,631-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $526 | $10,906-95.2% | $9,244-94.3% | $10,886-95.2% |