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 | $106,177 | $171,867-38.2% | $149,716-29.1% | $147,585-28.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.60% | 2113.36%-2091.8pp | 1501.67%-1480.1pp | 578.58%-557.0pp |
| Employer contribution / active EE | $17,594 | $6,275+180.4% | $5,444+223.2% | $4,876+260.8% |
| Participant deferral / active EE | $14,445 | $7,270+98.7% | $6,568+119.9% | $5,439+165.6% |
| Admin fee / account holder | $786 | $13,799-94.3% | $11,282-93.0% | $10,886-92.8% |