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 | $200,814 | $190,862+5.2% | $159,991+25.5% | $134,509+49.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -3.71% | 552.59%-556.3pp | 408.82%-412.5pp | 418.13%-421.8pp |
| Employer contribution / active EE | $6,144 | $4,995+23.0% | $4,225+45.4% | $4,741+29.6% |
| Participant deferral / active EE | $15,750 | $6,924+127.5% | $6,183+154.8% | $6,400+146.1% |
| Admin fee / account holder | $8,803 | $10,495-16.1% | $8,715+1.0% | $11,427-23.0% |