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 | $29,852 | $90,606-67.1% | $79,466-62.4% | $135,379-77.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.39% | 977.69%-981.1pp | 718.28%-721.7pp | 519.79%-523.2pp |
| Employer contribution / active EE | $1,969 | $3,068-35.8% | $2,800-29.7% | $4,779-58.8% |
| Participant deferral / active EE | $844 | $4,050-79.2% | $3,704-77.2% | $5,609-85.0% |
| Admin fee / account holder | $3,522 | $5,895-40.3% | $5,104-31.0% | $10,828-67.5% |