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 | $139,011 | $138,072+0.7% | $123,549+12.5% | $135,382+2.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 153.69%-157.3pp | 119.20%-122.8pp | 519.77%-523.3pp |
| Employer contribution / active EE | $14,098 | $5,152+173.7% | $4,628+204.6% | $4,779+195.0% |
| Participant deferral / active EE | $12,884 | $6,799+89.5% | $6,426+100.5% | $5,609+129.7% |
| Admin fee / account holder | $2,974 | $10,917-72.8% | $9,284-68.0% | $10,829-72.5% |