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 | $110,172 | $138,102-20.2% | $125,381-12.1% | $134,532-18.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.84% | 750.73%-767.6pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $24,420 | $5,245+365.6% | $4,815+407.1% | $4,741+415.1% |
| Participant deferral / active EE | $5,182 | $7,801-33.6% | $7,448-30.4% | $6,401-19.0% |
| Admin fee / account holder | $4,158 | $11,568-64.1% | $10,007-58.4% | $11,429-63.6% |