Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,678 | $138,102-54.6% | $125,381-50.0% | $134,532-53.4% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -12.00% | 750.73%-762.7pp | 572.31%-584.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $3,529 | $5,245-32.7% | $4,815-26.7% | $4,741-25.6% |
| Participant deferral / active EE | $7,776 | $7,801-0.3% | $7,448+4.4% | $6,401+21.5% |
| Admin fee / account holder | $1,339 | $11,568-88.4% | $10,007-86.6% | $11,429-88.3% |