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 | $88,703 | $180,459-50.8% | $154,108-42.4% | $135,380-34.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.04% | 888.21%-896.3pp | 735.21%-743.2pp | 519.81%-527.9pp |
| Employer contribution / active EE | $5,996 | $6,035-0.6% | $5,298+13.2% | $4,779+25.5% |
| Participant deferral / active EE | $5,802 | $5,806-0.1% | $5,081+14.2% | $5,609+3.4% |
| Admin fee / account holder | $713 | $16,145-95.6% | $13,411-94.7% | $10,828-93.4% |