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 | $233,354 | $138,114+69.0% | $125,391+86.1% | $134,545+73.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -13.17% | 750.88%-764.1pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $4,894 | $5,246-6.7% | $4,816+1.6% | $4,742+3.2% |
| Participant deferral / active EE | $8,240 | $7,801+5.6% | $7,448+10.6% | $6,401+28.7% |
| Admin fee / account holder | $67,528 | $11,570+483.6% | $10,009+574.7% | $11,431+490.8% |