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 | $110,649 | $209,422-47.2% | $178,503-38.0% | $158,982-30.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.01% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $10,698 | $5,707+87.5% | $5,011+113.5% | $4,763+124.6% |
| Participant deferral / active EE | $10,325 | $5,955+73.4% | $5,202+98.5% | $5,983+72.6% |
| Admin fee / account holder | $815 | $17,079-95.2% | $13,987-94.2% | $11,252-92.8% |