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 | $174,658 | $202,342-13.7% | $172,752+1.1% | $152,897+14.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.20% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $5,900 | $5,858+0.7% | $5,144+14.7% | $4,764+23.8% |
| Participant deferral / active EE | $2,974 | $5,948-50.0% | $5,198-42.8% | $5,851-49.2% |
| Admin fee / account holder | $1,638 | $17,111-90.4% | $13,955-88.3% | $11,599-85.9% |