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 | $77,189 | $138,102-44.1% | $125,381-38.4% | $134,532-42.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.42% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $12,871 | $5,245+145.4% | $4,815+167.3% | $4,741+171.5% |
| Participant deferral / active EE | $6,387 | $7,801-18.1% | $7,448-14.2% | $6,401-0.2% |
| Admin fee / account holder | $5,632 | $11,568-51.3% | $10,007-43.7% | $11,429-50.7% |