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 | $86,102 | $138,076-37.6% | $123,553-30.3% | $135,380-36.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.67% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $3,020 | $5,152-41.4% | $4,628-34.7% | $4,779-36.8% |
| Participant deferral / active EE | $5,116 | $6,800-24.8% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $1,842 | $10,917-83.1% | $9,284-80.2% | $10,828-83.0% |