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 | $72,969 | $97,732-25.3% | $83,831-13.0% | $135,380-46.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.42% | 1287.56%-1290.0pp | 850.99%-853.4pp | 519.81%-522.2pp |
| Employer contribution / active EE | $6,467 | $4,222+53.2% | $3,631+78.1% | $4,779+35.3% |
| Participant deferral / active EE | $7,156 | $4,683+52.8% | $4,082+75.3% | $5,609+27.6% |
| Admin fee / account holder | $4,750 | $6,675-28.8% | $5,479-13.3% | $10,828-56.1% |