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 | $248,092 | $90,607+173.8% | $79,467+212.2% | $135,380+83.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.17% | 977.74%-978.9pp | 718.30%-719.5pp | 519.81%-521.0pp |
| Employer contribution / active EE | $7,755 | $3,068+152.8% | $2,800+177.0% | $4,779+62.3% |
| Participant deferral / active EE | $7,114 | $4,050+75.6% | $3,704+92.1% | $5,609+26.8% |
| Admin fee / account holder | $37,517 | $5,895+536.4% | $5,104+635.0% | $10,828+246.5% |