Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,438 | $138,078-76.5% | $125,363-74.1% | $134,509-75.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.85% | 750.49%-754.3pp | 572.15%-576.0pp | 418.13%-422.0pp |
| Employer contribution / active EE | $7,270 | $5,245+38.6% | $4,815+51.0% | $4,741+53.3% |
| Participant deferral / active EE | $3,388 | $7,800-56.6% | $7,447-54.5% | $6,400-47.1% |
| Admin fee / account holder | $573 | $11,566-95.0% | $10,005-94.3% | $11,427-95.0% |