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 | $112,651 | $90,606+24.3% | $79,466+41.8% | $135,379-16.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 15.21% | 977.69%-962.5pp | 718.28%-703.1pp | 519.79%-504.6pp |
| Employer contribution / active EE | $9,375 | $3,068+205.6% | $2,800+234.8% | $4,779+96.2% |
| Participant deferral / active EE | $5,066 | $4,050+25.1% | $3,704+36.8% | $5,609-9.7% |
| Admin fee / account holder | $4,174 | $5,895-29.2% | $5,104-18.2% | $10,828-61.5% |