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 | $196,494 | $190,879+2.9% | $160,009+22.8% | $134,532+46.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -17.89% | 552.63%-570.5pp | 408.85%-426.7pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,956 | $4,995-60.8% | $4,225-53.7% | $4,741-58.7% |
| Participant deferral / active EE | $8,350 | $6,924+20.6% | $6,183+35.1% | $6,401+30.5% |
| Admin fee / account holder | $1,869 | $10,495-82.2% | $8,715-78.6% | $11,429-83.6% |