Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,703 | $138,102-58.2% | $125,381-54.0% | $134,532-57.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.30% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $13,262 | $5,245+152.8% | $4,815+175.4% | $4,741+179.7% |
| Participant deferral / active EE | $11,060 | $7,801+41.8% | $7,448+48.5% | $6,401+72.8% |
| Admin fee / account holder | $533 | $11,568-95.4% | $10,007-94.7% | $11,429-95.3% |