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 | $192,867 | $171,867+12.2% | $149,721+28.8% | $147,586+30.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.19% | 2113.36%-2094.2pp | 1501.67%-1482.5pp | 578.59%-559.4pp |
| Employer contribution / active EE | $17,412 | $6,275+177.5% | $5,444+219.8% | $4,876+257.1% |
| Participant deferral / active EE | $12,610 | $7,270+73.5% | $6,568+92.0% | $5,439+131.9% |
| Admin fee / account holder | $5,327 | $13,799-61.4% | $11,282-52.8% | $10,886-51.1% |