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 | $75,210 | $84,685-11.2% | $73,836+1.9% | $125,389-40.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.62% | 3123.80%-3124.4pp | 2268.06%-2268.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $5,553 | $3,123+77.8% | $2,787+99.2% | $4,866+14.1% |
| Participant deferral / active EE | $8,647 | $3,993+116.6% | $3,583+141.3% | $5,352+61.6% |
| Admin fee / account holder | $3,308 | $5,694-41.9% | $4,882-32.2% | $9,541-65.3% |