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 | $77,484 | $160,059-51.6% | $140,019-44.7% | $135,379-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.10% | 911.44%-916.5pp | 651.15%-656.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $8,345 | $6,420+30.0% | $5,605+48.9% | $4,779+74.6% |
| Participant deferral / active EE | $9,203 | $7,641+20.4% | $6,927+32.9% | $5,609+64.1% |
| Admin fee / account holder | $1,329 | $13,328-90.0% | $10,705-87.6% | $10,828-87.7% |