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 | $188,580 | $180,459+4.5% | $154,108+22.4% | $135,380+39.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.36% | 888.21%-876.8pp | 735.21%-723.8pp | 519.81%-508.4pp |
| Employer contribution / active EE | $2,103 | $6,035-65.2% | $5,298-60.3% | $4,779-56.0% |
| Participant deferral / active EE | $2,676 | $5,806-53.9% | $5,081-47.3% | $5,609-52.3% |
| Admin fee / account holder | $12,068 | $16,145-25.3% | $13,411-10.0% | $10,828+11.5% |