Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,888 | $84,697+4.9% | $73,845+20.4% | $125,393-29.1% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -1.77% | 3123.66%-3125.4pp | 2267.91%-2269.7pp | 282.23%-284.0pp |
| Employer contribution / active EE | $2,135 | $3,123-31.7% | $2,788-23.4% | $4,866-56.1% |
| Participant deferral / active EE | $14,243 | $3,993+256.7% | $3,583+297.5% | $5,351+166.2% |
| Admin fee / account holder | $325 | $5,692-94.3% | $4,881-93.3% | $9,541-96.6% |