Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $142,640 | $90,606+57.4% | $79,466+79.5% | $135,379+5.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.45% | 977.69%-969.2pp | 718.28%-709.8pp | 519.79%-511.3pp |
| Employer contribution / active EE | $14,020 | $3,068+357.0% | $2,800+400.7% | $4,779+193.4% |
| Participant deferral / active EE | $8,811 | $4,050+117.5% | $3,704+137.9% | $5,609+57.1% |
| Admin fee / account holder | $11,082 | $5,895+88.0% | $5,104+117.1% | $10,828+2.3% |