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 | $183,423 | $160,059+14.6% | $140,019+31.0% | $135,380+35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.36% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.2pp |
| Employer contribution / active EE | $6,476 | $6,420+0.9% | $5,605+15.5% | $4,779+35.5% |
| Participant deferral / active EE | $17,167 | $7,641+124.7% | $6,927+147.8% | $5,609+206.1% |
| Admin fee / account holder | $1,571 | $13,328-88.2% | $10,705-85.3% | $10,828-85.5% |