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 | $104,356 | $180,462-42.2% | $154,111-32.3% | $135,379-22.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.29% | 888.17%-895.5pp | 735.18%-742.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $6,884 | $6,036+14.1% | $5,298+29.9% | $4,779+44.1% |
| Participant deferral / active EE | $5,220 | $5,806-10.1% | $5,081+2.7% | $5,609-6.9% |
| Admin fee / account holder | $401 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |