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 | $116,249 | $138,102-15.8% | $125,381-7.3% | $134,532-13.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.69% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-432.0pp |
| Employer contribution / active EE | $7,964 | $5,245+51.8% | $4,815+65.4% | $4,741+68.0% |
| Participant deferral / active EE | $13,779 | $7,801+76.6% | $7,448+85.0% | $6,401+115.3% |
| Admin fee / account holder | $5,007 | $11,568-56.7% | $10,007-50.0% | $11,429-56.2% |