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 | $130,529 | $109,411+19.3% | $89,435+45.9% | $158,982-17.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.10% | 345.68%-329.6pp | 245.55%-229.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $18,939 | $3,173+496.9% | $2,587+632.1% | $4,763+297.6% |
| Participant deferral / active EE | $5,901 | $4,600+28.3% | $3,890+51.7% | $5,983-1.4% |
| Admin fee / account holder | $11,736 | $6,159+90.6% | $4,884+140.3% | $11,252+4.3% |