Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,906 | $92,766+0.2% | $82,763+12.3% | $134,545-30.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.82% | 946.97%-957.8pp | 702.45%-713.3pp | 418.37%-429.2pp |
| Employer contribution / active EE | $6,097 | $3,273+86.3% | $3,008+102.7% | $4,742+28.6% |
| Participant deferral / active EE | $7,668 | $4,802+59.7% | $4,395+74.5% | $6,401+19.8% |
| Admin fee / account holder | $1,174 | $5,978-80.4% | $5,325-78.0% | $11,431-89.7% |