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 | $57,018 | $90,617-37.1% | $79,476-28.3% | $135,382-57.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.33% | 977.57%-979.9pp | 718.21%-720.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $2,761 | $3,068-10.0% | $2,800-1.4% | $4,779-42.2% |
| Participant deferral / active EE | $1,868 | $4,050-53.9% | $3,704-49.6% | $5,609-66.7% |
| Admin fee / account holder | $877 | $5,907-85.2% | $5,113-82.8% | $10,829-91.9% |