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 | $27,589 | $138,102-80.0% | $125,381-78.0% | $134,532-79.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.78% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,216 | $5,245-57.8% | $4,815-54.0% | $4,741-53.3% |
| Participant deferral / active EE | $4,199 | $7,801-46.2% | $7,448-43.6% | $6,401-34.4% |
| Admin fee / account holder | $5,359 | $11,568-53.7% | $10,007-46.4% | $11,429-53.1% |