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 | $40,686 | $138,114-70.5% | $125,391-67.6% | $134,545-69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.54% | 750.88%-762.4pp | 572.41%-584.0pp | 418.37%-429.9pp |
| Employer contribution / active EE | $3,750 | $5,246-28.5% | $4,816-22.1% | $4,742-20.9% |
| Participant deferral / active EE | $5,447 | $7,801-30.2% | $7,448-26.9% | $6,401-14.9% |
| Admin fee / account holder | $1,943 | $11,570-83.2% | $10,009-80.6% | $11,431-83.0% |