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 | $186,764 | $176,077+6.1% | $159,455+17.1% | $167,518+11.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.55% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $18,975 | $5,298+258.2% | $4,830+292.8% | $4,838+292.2% |
| Participant deferral / active EE | $23,500 | $7,751+203.2% | $7,353+219.6% | $6,342+270.5% |
| Admin fee / account holder | $2,501 | $12,556-80.1% | $10,800-76.8% | $12,312-79.7% |