Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,299 | $138,102-64.3% | $125,381-60.7% | $134,532-63.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.75% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $2,809 | $5,245-46.4% | $4,815-41.7% | $4,741-40.8% |
| Participant deferral / active EE | $7,176 | $7,801-8.0% | $7,448-3.7% | $6,401+12.1% |
| Admin fee / account holder | $4,071 | $11,568-64.8% | $10,007-59.3% | $11,429-64.4% |