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 | $130,239 | $82,630+57.6% | $64,105+103.2% | $125,389+3.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.12% | 1489.72%-1489.8pp | 791.24%-791.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $5,236 | $2,671+96.0% | $1,820+187.7% | $4,866+7.6% |
| Participant deferral / active EE | $3,164 | $3,608-12.3% | $2,822+12.1% | $5,352-40.9% |
| Admin fee / account holder | $47,059 | $6,382+637.4% | $4,499+945.9% | $9,541+393.2% |