Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,387 | $138,114-28.0% | $125,391-20.7% | $134,545-26.1% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.46% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $13,847 | $5,246+164.0% | $4,816+187.5% | $4,742+192.0% |
| Participant deferral / active EE | $12,101 | $7,801+55.1% | $7,448+62.5% | $6,401+89.0% |
| Admin fee / account holder | $5,668 | $11,570-51.0% | $10,009-43.4% | $11,431-50.4% |