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 | $113,135 | $103,008+9.8% | $90,304+25.3% | $152,897-26.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,517 | $3,139-51.7% | $2,855-46.9% | $4,764-68.2% |
| Participant deferral / active EE | $1,517 | $4,281-64.6% | $3,885-61.0% | $5,851-74.1% |
| Admin fee / account holder | $395 | $6,175-93.6% | $5,354-92.6% | $11,599-96.6% |