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 | $140,851 | $138,102+2.0% | $125,381+12.3% | $134,532+4.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.31% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $9,601 | $5,245+83.0% | $4,815+99.4% | $4,741+102.5% |
| Participant deferral / active EE | $4,668 | $7,801-40.2% | $7,448-37.3% | $6,401-27.1% |
| Admin fee / account holder | $1,014 | $11,568-91.2% | $10,007-89.9% | $11,429-91.1% |