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 | $117,740 | $202,342-41.8% | $172,753-31.8% | $152,909-23.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.15% | 1029.88%-999.7pp | 803.00%-772.9pp | 345.46%-315.3pp |
| Employer contribution / active EE | $6,801 | $5,857+16.1% | $5,144+32.2% | $4,764+42.8% |
| Participant deferral / active EE | $6,702 | $5,948+12.7% | $5,198+29.0% | $5,851+14.5% |
| Admin fee / account holder | $737 | $17,112-95.7% | $13,956-94.7% | $11,601-93.6% |