Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $98,001 | $190,843-48.6% | $159,981-38.7% | $134,493-27.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.24% | 552.37%-572.6pp | 408.70%-428.9pp | 418.01%-438.3pp |
| Employer contribution / active EE | $13,532 | $4,993+171.0% | $4,224+220.4% | $4,740+185.5% |
| Participant deferral / active EE | $16,811 | $6,923+142.8% | $6,182+171.9% | $6,400+162.7% |
| Admin fee / account holder | $1,312 | $10,475-87.5% | $8,700-84.9% | $11,425-88.5% |