Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,400 | $138,078-71.5% | $125,363-68.6% | $134,509-70.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.28% | 750.49%-764.8pp | 572.15%-586.4pp | 418.13%-432.4pp |
| Employer contribution / active EE | $18,157 | $5,245+246.2% | $4,815+277.1% | $4,741+283.0% |
| Participant deferral / active EE | $10,980 | $7,800+40.8% | $7,447+47.4% | $6,400+71.5% |
| Admin fee / account holder | $6,205 | $11,566-46.4% | $10,005-38.0% | $11,427-45.7% |