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 | $208,456 | $138,114+50.9% | $125,391+66.2% | $134,545+54.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $6,913 | $5,246+31.8% | $4,816+43.5% | $4,742+45.8% |
| Participant deferral / active EE | $15,946 | $7,801+104.4% | $7,448+114.1% | $6,401+149.1% |
| Admin fee / account holder | $3,749 | $11,570-67.6% | $10,009-62.5% | $11,431-67.2% |