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 | $224,025 | $202,342+10.7% | $172,753+29.7% | $152,909+46.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.81% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $7,058 | $5,857+20.5% | $5,144+37.2% | $4,764+48.2% |
| Participant deferral / active EE | $9,521 | $5,948+60.1% | $5,198+83.2% | $5,851+62.7% |
| Admin fee / account holder | $2,212 | $17,112-87.1% | $13,956-84.2% | $11,601-80.9% |