Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $126,625 | $138,078-8.3% | $125,363+1.0% | $134,509-5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.90% | 750.49%-768.4pp | 572.15%-590.1pp | 418.13%-436.0pp |
| Employer contribution / active EE | $3,815 | $5,245-27.3% | $4,815-20.8% | $4,741-19.5% |
| Participant deferral / active EE | $27,000 | $7,800+246.2% | $7,447+262.6% | $6,400+321.9% |
| Admin fee / account holder | $1,695 | $11,566-85.3% | $10,005-83.1% | $11,427-85.2% |