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 | $236,955 | $209,874+12.9% | $189,537+25.0% | $167,536+41.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.82% | 748.61%-734.8pp | 555.34%-541.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $21,667 | $6,913+213.4% | $6,161+251.7% | $4,839+347.8% |
| Participant deferral / active EE | $10,121 | $8,934+13.3% | $8,220+23.1% | $6,342+59.6% |
| Admin fee / account holder | $804 | $14,299-94.4% | $12,048-93.3% | $12,315-93.5% |