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 | $62,337 | $135,645-54.0% | $110,243-43.5% | $135,380-54.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.60% | 513.24%-517.8pp | 314.76%-319.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,875 | $4,907-41.4% | $3,827-24.9% | $4,779-39.8% |
| Participant deferral / active EE | $5,533 | $5,507+0.5% | $4,672+18.4% | $5,609-1.4% |
| Admin fee / account holder | $626 | $11,458-94.5% | $8,548-92.7% | $10,828-94.2% |