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 | $128,192 | $90,607+41.5% | $79,467+61.3% | $135,380-5.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.31% | 977.74%-978.0pp | 718.30%-718.6pp | 519.81%-520.1pp |
| Employer contribution / active EE | $3,082 | $3,068+0.5% | $2,800+10.1% | $4,779-35.5% |
| Participant deferral / active EE | $10,592 | $4,050+161.5% | $3,704+186.0% | $5,609+88.8% |
| Admin fee / account holder | $3,225 | $5,895-45.3% | $5,104-36.8% | $10,828-70.2% |