Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $157,125 | $138,114+13.8% | $125,391+25.3% | $134,545+16.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.79% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $20,269 | $5,246+286.4% | $4,816+320.9% | $4,742+327.5% |
| Participant deferral / active EE | $13,943 | $7,801+78.7% | $7,448+87.2% | $6,401+117.8% |
| Admin fee / account holder | $763 | $11,570-93.4% | $10,009-92.4% | $11,431-93.3% |