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 | $125,392 | $129,737-3.3% | $119,126+5.3% | $154,746-19.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 76.91% | 379.08%-302.2pp | 282.11%-205.2pp | 172.34%-95.4pp |
| Employer contribution / active EE | $9,961 | $4,375+127.7% | $4,034+146.9% | $4,379+127.5% |
| Participant deferral / active EE | $4,270 | $5,842-26.9% | $5,318-19.7% | $6,730-36.6% |
| Admin fee / account holder | $664 | $11,961-94.4% | $10,693-93.8% | $14,365-95.4% |