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 | $235,010 | $202,342+16.1% | $172,753+36.0% | $152,909+53.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.76% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.7pp |
| Employer contribution / active EE | $9,758 | $5,857+66.6% | $5,144+89.7% | $4,764+104.8% |
| Participant deferral / active EE | $10,310 | $5,948+73.3% | $5,198+98.4% | $5,851+76.2% |
| Admin fee / account holder | $1,791 | $17,112-89.5% | $13,956-87.2% | $11,601-84.6% |