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 | $128,365 | $160,059-19.8% | $140,019-8.3% | $135,380-5.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.65% | 911.48%-915.1pp | 651.17%-654.8pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,676 | $6,420-42.7% | $5,605-34.4% | $4,779-23.1% |
| Participant deferral / active EE | $6,347 | $7,641-16.9% | $6,927-8.4% | $5,609+13.2% |
| Admin fee / account holder | $2,524 | $13,328-81.1% | $10,705-76.4% | $10,828-76.7% |