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 | $138,365 | $138,078+0.2% | $125,363+10.4% | $134,509+2.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.49%-768.8pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $22,092 | $5,245+321.2% | $4,815+358.9% | $4,741+366.0% |
| Participant deferral / active EE | $13,500 | $7,800+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $22,420 | $11,566+93.9% | $10,005+124.1% | $11,427+96.2% |