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 | $45,500 | $84,684-46.3% | $73,835-38.4% | $125,388-63.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.91% | 3123.93%-3126.8pp | 2268.13%-2271.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,477 | $3,123+11.3% | $2,788+24.7% | $4,866-28.5% |
| Participant deferral / active EE | $5,357 | $3,993+34.2% | $3,583+49.5% | $5,352+0.1% |
| Admin fee / account holder | $774 | $5,691-86.4% | $4,880-84.1% | $9,541-91.9% |