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 | $206,099 | $138,114+49.2% | $125,391+64.4% | $134,545+53.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -6.48% | 750.88%-757.4pp | 572.41%-578.9pp | 418.37%-424.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,417 | $7,801+7.9% | $7,448+13.0% | $6,401+31.5% |
| Admin fee / account holder | $8,414 | $11,570-27.3% | $10,009-15.9% | $11,431-26.4% |