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 | $54,582 | $90,617-39.8% | $79,476-31.3% | $135,382-59.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -3.67% | 977.57%-981.2pp | 718.21%-721.9pp | 519.77%-523.4pp |
| Employer contribution / active EE | $7,034 | $3,068+129.3% | $2,800+151.2% | $4,779+47.2% |
| Participant deferral / active EE | $1,122 | $4,050-72.3% | $3,704-69.7% | $5,609-80.0% |
| Admin fee / account holder | $693 | $5,907-88.3% | $5,113-86.5% | $10,829-93.6% |