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 | $147,941 | $180,459-18.0% | $154,108-4.0% | $135,380+9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.52% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $8,802 | $6,035+45.8% | $5,298+66.2% | $4,779+84.2% |
| Participant deferral / active EE | $7,293 | $5,806+25.6% | $5,081+43.5% | $5,609+30.0% |
| Admin fee / account holder | $5,312 | $16,145-67.1% | $13,411-60.4% | $10,828-50.9% |