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 | $125,902 | $138,114-8.8% | $125,391+0.4% | $134,545-6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.44% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,558 | $5,246-32.2% | $4,816-26.1% | $4,742-25.0% |
| Participant deferral / active EE | $8,584 | $7,801+10.0% | $7,448+15.2% | $6,401+34.1% |
| Admin fee / account holder | $4,308 | $11,570-62.8% | $10,009-57.0% | $11,431-62.3% |