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 | $239,891 | $180,462+32.9% | $154,111+55.7% | $135,379+77.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.07% | 888.17%-891.2pp | 735.18%-738.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $8,884 | $6,036+47.2% | $5,298+67.7% | $4,779+85.9% |
| Participant deferral / active EE | $4,509 | $5,806-22.3% | $5,081-11.2% | $5,609-19.6% |
| Admin fee / account holder | $1,635 | $16,145-89.9% | $13,411-87.8% | $10,828-84.9% |