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 | $56,093 | $138,114-59.4% | $125,391-55.3% | $134,545-58.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.91% | 750.88%-759.8pp | 572.41%-581.3pp | 418.37%-427.3pp |
| Employer contribution / active EE | $6,810 | $5,246+29.8% | $4,816+41.4% | $4,742+43.6% |
| Participant deferral / active EE | $7,053 | $7,801-9.6% | $7,448-5.3% | $6,401+10.2% |
| Admin fee / account holder | $22,774 | $11,570+96.8% | $10,009+127.5% | $11,431+99.2% |