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 | $70,714 | $138,076-48.8% | $123,553-42.8% | $135,380-47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.26% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $14,287 | $5,152+177.3% | $4,628+208.7% | $4,779+199.0% |
| Participant deferral / active EE | $6,869 | $6,800+1.0% | $6,426+6.9% | $5,609+22.5% |
| Admin fee / account holder | $545 | $10,917-95.0% | $9,284-94.1% | $10,828-95.0% |