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 | $202,481 | $138,102+46.6% | $125,381+61.5% | $134,532+50.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.96% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,833 | $5,245-7.9% | $4,815+0.4% | $4,741+1.9% |
| Participant deferral / active EE | $15,655 | $7,801+100.7% | $7,448+110.2% | $6,401+144.6% |
| Admin fee / account holder | $25,359 | $11,568+119.2% | $10,007+153.4% | $11,429+121.9% |