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 | $34,362 | $138,078-75.1% | $125,363-72.6% | $134,509-74.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.97% | 750.49%-770.5pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $2,700 | $5,245-48.5% | $4,815-43.9% | $4,741-43.0% |
| Participant deferral / active EE | $6,784 | $7,800-13.0% | $7,447-8.9% | $6,400+6.0% |
| Admin fee / account holder | $477 | $11,566-95.9% | $10,005-95.2% | $11,427-95.8% |