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 | $111,440 | $168,635-33.9% | $147,617-24.5% | $125,389-11.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 479.10% | 77.65%+401.5pp | 61.98%+417.1pp | 282.24%+196.9pp |
| Employer contribution / active EE | $14,727 | $6,252+135.6% | $5,564+164.7% | $4,866+202.6% |
| Participant deferral / active EE | $13,411 | $5,507+143.5% | $4,895+174.0% | $5,352+150.6% |
| Admin fee / account holder | $914 | $13,580-93.3% | $11,612-92.1% | $9,541-90.4% |