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 | $234,355 | $138,076+69.7% | $123,553+89.7% | $135,380+73.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.49% | 153.70%-157.2pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $6,967 | $5,152+35.2% | $4,628+50.5% | $4,779+45.8% |
| Participant deferral / active EE | $6,895 | $6,800+1.4% | $6,426+7.3% | $5,609+22.9% |
| Admin fee / account holder | $31,207 | $10,917+185.9% | $9,284+236.1% | $10,828+188.2% |