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 | $98,266 | $209,888-53.2% | $189,545-48.2% | $167,553-41.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.95% | 748.66%-734.7pp | 555.36%-541.4pp | 478.89%-464.9pp |
| Employer contribution / active EE | $11,594 | $6,915+67.7% | $6,162+88.1% | $4,840+139.6% |
| Participant deferral / active EE | $6,740 | $8,934-24.6% | $8,220-18.0% | $6,343+6.3% |
| Admin fee / account holder | $2,407 | $14,300-83.2% | $12,049-80.0% | $12,316-80.5% |