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 | $126,751 | $176,120-28.0% | $159,487-20.5% | $167,553-24.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.37% | 331.95%-318.6pp | 263.71%-250.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $11,872 | $5,299+124.0% | $4,831+145.7% | $4,840+145.3% |
| Participant deferral / active EE | $10,091 | $7,752+30.2% | $7,354+37.2% | $6,343+59.1% |
| Admin fee / account holder | $1,357 | $12,561-89.2% | $10,804-87.4% | $12,316-89.0% |