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 | $133,555 | $138,075-3.3% | $123,552+8.1% | $135,379-1.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $4,934 | $5,152-4.2% | $4,628+6.6% | $4,779+3.3% |
| Participant deferral / active EE | $14,443 | $6,800+112.4% | $6,426+124.8% | $5,609+157.5% |
| Admin fee / account holder | $5,614 | $10,917-48.6% | $9,285-39.5% | $10,828-48.2% |