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 | $149,568 | $138,114+8.3% | $125,391+19.3% | $134,545+11.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -7.70% | 750.88%-758.6pp | 572.41%-580.1pp | 418.37%-426.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,530 | $7,801-16.3% | $7,448-12.3% | $6,401+2.0% |
| Admin fee / account holder | $895 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |