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 | $206,150 | $209,425-1.6% | $178,499+15.5% | $158,966+29.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.32% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.6pp |
| Employer contribution / active EE | $10,873 | $5,707+90.5% | $5,011+117.0% | $4,762+128.3% |
| Participant deferral / active EE | $6,005 | $5,955+0.8% | $5,202+15.4% | $5,983+0.4% |
| Admin fee / account holder | $3,107 | $17,078-81.8% | $13,986-77.8% | $11,250-72.4% |