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 | $139,889 | $180,459-22.5% | $154,108-9.2% | $135,380+3.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.90% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $8,792 | $6,035+45.7% | $5,298+66.0% | $4,779+84.0% |
| Participant deferral / active EE | $5,801 | $5,806-0.1% | $5,081+14.2% | $5,609+3.4% |
| Admin fee / account holder | $1,082 | $16,145-93.3% | $13,411-91.9% | $10,828-90.0% |