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 | $183,503 | $138,078+32.9% | $125,363+46.4% | $134,509+36.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.47% | 750.49%-769.0pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $16,345 | $5,245+211.6% | $4,815+239.5% | $4,741+244.8% |
| Participant deferral / active EE | $5,320 | $7,800-31.8% | $7,447-28.6% | $6,400-16.9% |
| Admin fee / account holder | $7,623 | $11,566-34.1% | $10,005-23.8% | $11,427-33.3% |