Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $160,150 | $92,766+72.6% | $82,763+93.5% | $134,545+19.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.81% | 946.97%-965.8pp | 702.45%-721.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $4,822 | $3,273+47.3% | $3,008+60.3% | $4,742+1.7% |
| Participant deferral / active EE | $8,270 | $4,802+72.2% | $4,395+88.2% | $6,401+29.2% |
| Admin fee / account holder | $2,262 | $5,978-62.2% | $5,325-57.5% | $11,431-80.2% |