Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,003 | $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 | -16.71% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,176 | $5,246-39.5% | $4,816-34.1% | $4,742-33.0% |
| Participant deferral / active EE | $20,505 | $7,801+162.9% | $7,448+175.3% | $6,401+220.3% |
| Admin fee / account holder | $528 | $11,570-95.4% | $10,009-94.7% | $11,431-95.4% |