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 | $149,295 | $99,668+49.8% | $86,451+72.7% | $134,545+11.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | 6789.61%-6804.1pp | 4398.51%-4413.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,066 | $4,403-53.1% | $3,770-45.2% | $4,742-56.4% |
| Participant deferral / active EE | $12,446 | $7,249+71.7% | $6,953+79.0% | $6,401+94.4% |
| Admin fee / account holder | $5,507 | $8,377-34.3% | $6,734-18.2% | $11,431-51.8% |