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 | $106,262 | $198,457-46.5% | $170,435-37.7% | $147,586-28.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.58% | 257.30%-238.7pp | 205.94%-187.4pp | 578.59%-560.0pp |
| Employer contribution / active EE | $22,996 | $6,183+271.9% | $5,432+323.3% | $4,876+371.6% |
| Participant deferral / active EE | $13,434 | $5,629+138.6% | $4,939+172.0% | $5,439+147.0% |
| Admin fee / account holder | $902 | $16,852-94.7% | $13,881-93.5% | $10,886-91.7% |