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 | $32,414 | $97,761-66.8% | $83,850-61.3% | $135,382-76.1% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -4.91% | 1287.44%-1292.4pp | 850.92%-855.8pp | 519.77%-524.7pp |
| Employer contribution / active EE | $6,363 | $4,222+50.7% | $3,631+75.2% | $4,779+33.1% |
| Participant deferral / active EE | $6,319 | $4,682+35.0% | $4,082+54.8% | $5,609+12.7% |
| Admin fee / account holder | $397 | $6,674-94.1% | $5,478-92.8% | $10,829-96.3% |