Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $169,618 | $138,068+22.9% | $125,358+35.3% | $134,493+26.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.99% | 750.30%-732.3pp | 572.03%-554.0pp | 418.01%-400.0pp |
| Employer contribution / active EE | $11,962 | $5,244+128.1% | $4,814+148.5% | $4,740+152.4% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,518 | $11,568-69.6% | $10,007-64.8% | $11,425-69.2% |