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 | $179,521 | $138,102+30.0% | $125,381+43.2% | $134,532+33.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.75% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $2,688 | $5,245-48.8% | $4,815-44.2% | $4,741-43.3% |
| Participant deferral / active EE | $2,812 | $7,801-63.9% | $7,448-62.2% | $6,401-56.1% |
| Admin fee / account holder | $1,716 | $11,568-85.2% | $10,007-82.9% | $11,429-85.0% |