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 | $134,311 | $138,102-2.7% | $125,381+7.1% | $134,532-0.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.49% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $4,263 | $5,245-18.7% | $4,815-11.5% | $4,741-10.1% |
| Participant deferral / active EE | $6,253 | $7,801-19.8% | $7,448-16.0% | $6,401-2.3% |
| Admin fee / account holder | $1,075 | $11,568-90.7% | $10,007-89.3% | $11,429-90.6% |