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 | $196,566 | $138,076+42.4% | $123,553+59.1% | $135,380+45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.74% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $12,297 | $5,152+138.7% | $4,628+165.7% | $4,779+157.3% |
| Participant deferral / active EE | $10,019 | $6,800+47.4% | $6,426+55.9% | $5,609+78.6% |
| Admin fee / account holder | $3,424 | $10,917-68.6% | $9,284-63.1% | $10,828-68.4% |