Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,519 | $99,011+12.6% | $86,582+28.8% | $147,586-24.4% |
| Participation rate | 91.3% | 76.3%+15.0pp | 73.5%+17.8pp | 82.8%+8.5pp |
| Annual return | 10.31% | 1312.75%-1302.4pp | 965.08%-954.8pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,015 | $3,972+1.1% | $3,609+11.3% | $5,439-26.2% |
| Admin fee / account holder | $13,471 | $5,709+136.0% | $4,904+174.7% | $10,886+23.7% |