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 | $121,813 | $92,684+31.4% | $82,706+47.3% | $134,509-9.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.08% | 945.84%-956.9pp | 701.76%-712.8pp | 418.13%-429.2pp |
| Employer contribution / active EE | $2,444 | $3,272-25.3% | $3,007-18.7% | $4,741-48.4% |
| Participant deferral / active EE | $7,361 | $4,800+53.3% | $4,394+67.5% | $6,400+15.0% |
| Admin fee / account holder | $3,132 | $5,982-47.6% | $5,329-41.2% | $11,427-72.6% |