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 | $170,341 | $135,639+25.6% | $110,241+54.5% | $135,382+25.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.13% | 513.21%-518.3pp | 314.75%-319.9pp | 519.77%-524.9pp |
| Employer contribution / active EE | $17,710 | $4,907+260.9% | $3,827+362.8% | $4,779+270.6% |
| Participant deferral / active EE | $7,241 | $5,507+31.5% | $4,672+55.0% | $5,609+29.1% |
| Admin fee / account holder | $528 | $11,457-95.4% | $8,548-93.8% | $10,829-95.1% |