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 | $80,474 | $92,766-13.2% | $82,763-2.8% | $134,545-40.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -19.77% | 946.97%-966.7pp | 702.45%-722.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,656 | $3,273-49.4% | $3,008-44.9% | $4,742-65.1% |
| Participant deferral / active EE | $7,592 | $4,802+58.1% | $4,395+72.7% | $6,401+18.6% |
| Admin fee / account holder | $413 | $5,978-93.1% | $5,325-92.2% | $11,431-96.4% |