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 | $87,947 | $97,732-10.0% | $83,831+4.9% | $135,380-35.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.74% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.5pp |
| Employer contribution / active EE | $10,475 | $4,222+148.1% | $3,631+188.5% | $4,779+119.2% |
| Participant deferral / active EE | $5,550 | $4,683+18.5% | $4,082+36.0% | $5,609-1.1% |
| Admin fee / account holder | $424 | $6,675-93.7% | $5,479-92.3% | $10,828-96.1% |