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 | $95,893 | $84,685+13.2% | $73,836+29.9% | $125,389-23.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.60% | 3123.80%-3124.4pp | 2268.06%-2268.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,581 | $3,123-17.4% | $2,787-7.4% | $4,866-47.0% |
| Participant deferral / active EE | $6,583 | $3,993+64.9% | $3,583+83.7% | $5,352+23.0% |
| Admin fee / account holder | $13,900 | $5,694+144.1% | $4,882+184.7% | $9,541+45.7% |