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 | $42,356 | $84,685-50.0% | $73,836-42.6% | $125,389-66.2% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | -1.92% | 3123.80%-3125.7pp | 2268.06%-2270.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $505 | $3,123-83.8% | $2,787-81.9% | $4,866-89.6% |
| Participant deferral / active EE | $3,787 | $3,993-5.1% | $3,583+5.7% | $5,352-29.2% |
| Admin fee / account holder | $1,113 | $5,694-80.5% | $4,882-77.2% | $9,541-88.3% |