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 | $77,291 | $97,729-20.9% | $83,830-7.8% | $135,379-42.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.40% | 1287.52%-1294.9pp | 850.97%-858.4pp | 519.79%-527.2pp |
| Employer contribution / active EE | $34,163 | $4,222+709.2% | $3,631+840.9% | $4,779+614.9% |
| Participant deferral / active EE | $1,557 | $4,683-66.7% | $4,082-61.8% | $5,609-72.2% |
| Admin fee / account holder | $37,373 | $6,674+460.0% | $5,479+582.2% | $10,828+245.2% |