Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $237,765 | $138,102+72.2% | $125,381+89.6% | $134,532+76.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.89% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $4,140 | $5,245-21.1% | $4,815-14.0% | $4,741-12.7% |
| Participant deferral / active EE | $10,000 | $7,801+28.2% | $7,448+34.3% | $6,401+56.2% |
| Admin fee / account holder | $12,085 | $11,568+4.5% | $10,007+20.8% | $11,429+5.7% |