Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $105,671 | $138,102-23.5% | $125,381-15.7% | $134,532-21.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $13,522 | $5,245+157.8% | $4,815+180.8% | $4,741+185.2% |
| Participant deferral / active EE | $7,427 | $7,801-4.8% | $7,448-0.3% | $6,401+16.0% |
| Admin fee / account holder | $975 | $11,568-91.6% | $10,007-90.3% | $11,429-91.5% |