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 | $132,706 | $138,114-3.9% | $125,391+5.8% | $134,545-1.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.61% | 750.88%-763.5pp | 572.41%-585.0pp | 418.37%-431.0pp |
| Employer contribution / active EE | $12,324 | $5,246+134.9% | $4,816+155.9% | $4,742+159.9% |
| Participant deferral / active EE | $13,575 | $7,801+74.0% | $7,448+82.3% | $6,401+112.1% |
| Admin fee / account holder | $630 | $11,570-94.6% | $10,009-93.7% | $11,431-94.5% |