Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,390 | $138,076-30.2% | $123,553-22.0% | $135,380-28.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.57% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $6,250 | $5,152+21.3% | $4,628+35.0% | $4,779+30.8% |
| Participant deferral / active EE | $18,750 | $6,800+175.8% | $6,426+191.8% | $5,609+234.3% |
| Admin fee / account holder | $307 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |