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 | $174,081 | $160,059+8.8% | $140,019+24.3% | $135,382+28.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.11% | 911.44%-919.6pp | 651.15%-659.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $2,040 | $6,420-68.2% | $5,605-63.6% | $4,779-57.3% |
| Participant deferral / active EE | $6,386 | $7,641-16.4% | $6,927-7.8% | $5,609+13.8% |
| Admin fee / account holder | $1,411 | $13,328-89.4% | $10,705-86.8% | $10,829-87.0% |