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 | $115,018 | $160,059-28.1% | $140,019-17.9% | $135,380-15.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.92% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,513 | $6,420-45.3% | $5,605-37.3% | $4,779-26.5% |
| Participant deferral / active EE | $6,549 | $7,641-14.3% | $6,927-5.5% | $5,609+16.8% |
| Admin fee / account holder | $11,792 | $13,328-11.5% | $10,705+10.1% | $10,828+8.9% |