Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $77,165 | $202,342-61.9% | $172,753-55.3% | $152,909-49.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.32% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $13,424 | $5,857+129.2% | $5,144+161.0% | $4,764+181.8% |
| Participant deferral / active EE | $8,296 | $5,948+39.5% | $5,198+59.6% | $5,851+41.8% |
| Admin fee / account holder | $2,530 | $17,112-85.2% | $13,956-81.9% | $11,601-78.2% |