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 | $86,655 | $99,647-13.0% | $86,439+0.2% | $134,509-35.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 6784.13%-6803.1pp | 4395.55%-4414.5pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,368 | $4,401-23.5% | $3,769-10.6% | $4,741-29.0% |
| Participant deferral / active EE | $12,006 | $7,246+65.7% | $6,952+72.7% | $6,400+87.6% |
| Admin fee / account holder | $8,890 | $8,373+6.2% | $6,732+32.1% | $11,427-22.2% |