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 | $58,666 | $180,459-67.5% | $154,108-61.9% | $135,380-56.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.80% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,598 | $6,035-56.9% | $5,298-51.0% | $4,779-45.6% |
| Participant deferral / active EE | $3,480 | $5,806-40.1% | $5,081-31.5% | $5,609-37.9% |
| Admin fee / account holder | $331 | $16,145-98.0% | $13,411-97.5% | $10,828-96.9% |