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 | $206,603 | $138,076+49.6% | $123,553+67.2% | $135,380+52.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.02% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $8,386 | $5,152+62.8% | $4,628+81.2% | $4,779+75.5% |
| Participant deferral / active EE | $18,053 | $6,800+165.5% | $6,426+180.9% | $5,609+221.9% |
| Admin fee / account holder | $25,551 | $10,917+134.1% | $9,284+175.2% | $10,828+136.0% |