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 | $62,935 | $138,114-54.4% | $125,391-49.8% | $134,545-53.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.41% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $15,323 | $5,246+192.1% | $4,816+218.2% | $4,742+223.2% |
| Participant deferral / active EE | $14,423 | $7,801+84.9% | $7,448+93.6% | $6,401+125.3% |
| Admin fee / account holder | $2,652 | $11,570-77.1% | $10,009-73.5% | $11,431-76.8% |