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 | $188,241 | $138,102+36.3% | $125,381+50.1% | $134,532+39.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.77% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,186 | $7,801-46.3% | $7,448-43.8% | $6,401-34.6% |
| Admin fee / account holder | $2,171 | $11,568-81.2% | $10,007-78.3% | $11,429-81.0% |