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 | $28,808 | $138,076-79.1% | $123,553-76.7% | $135,380-78.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $5,189 | $5,152+0.7% | $4,628+12.1% | $4,779+8.6% |
| Participant deferral / active EE | $2,306 | $6,800-66.1% | $6,426-64.1% | $5,609-58.9% |
| Admin fee / account holder | $811 | $10,917-92.6% | $9,284-91.3% | $10,828-92.5% |