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 | $103,441 | $160,059-35.4% | $140,019-26.1% | $135,382-23.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.53% | 911.44%-919.0pp | 651.15%-658.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $6,453 | $6,420+0.5% | $5,605+15.1% | $4,779+35.0% |
| Participant deferral / active EE | $13,635 | $7,641+78.4% | $6,927+96.8% | $5,609+143.1% |
| Admin fee / account holder | $2,726 | $13,328-79.5% | $10,705-74.5% | $10,829-74.8% |