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 | $38,109 | $138,076-72.4% | $123,553-69.2% | $135,380-71.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.60% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,874 | $5,152-63.6% | $4,628-59.5% | $4,779-60.8% |
| Participant deferral / active EE | $7,382 | $6,800+8.6% | $6,426+14.9% | $5,609+31.6% |
| Admin fee / account holder | $410 | $10,917-96.2% | $9,284-95.6% | $10,828-96.2% |