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 | $155,037 | $150,447+3.1% | $136,298+13.7% | $147,586+5.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.05% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $6,690 | $5,256+27.3% | $4,696+42.5% | $4,876+37.2% |
| Participant deferral / active EE | $7,283 | $6,631+9.8% | $6,247+16.6% | $5,439+33.9% |
| Admin fee / account holder | $1,351 | $10,906-87.6% | $9,244-85.4% | $10,886-87.6% |