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 | $107,844 | $138,114-21.9% | $125,391-14.0% | $134,545-19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.88%-769.5pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $20,093 | $5,246+283.0% | $4,816+317.2% | $4,742+323.8% |
| Participant deferral / active EE | $7,177 | $7,801-8.0% | $7,448-3.6% | $6,401+12.1% |
| Admin fee / account holder | $1,175 | $11,570-89.8% | $10,009-88.3% | $11,431-89.7% |