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 | $123,061 | $138,102-10.9% | $125,381-1.9% | $134,532-8.5% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -13.48% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $19,155 | $5,245+265.2% | $4,815+297.8% | $4,741+304.0% |
| Participant deferral / active EE | $4,923 | $7,801-36.9% | $7,448-33.9% | $6,401-23.1% |
| Admin fee / account holder | $20,509 | $11,568+77.3% | $10,007+104.9% | $11,429+79.5% |