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 | $192,348 | $138,076+39.3% | $123,553+55.7% | $135,380+42.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.08% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,633 | $5,152-29.5% | $4,628-21.5% | $4,779-24.0% |
| Participant deferral / active EE | $9,971 | $6,800+46.6% | $6,426+55.2% | $5,609+77.8% |
| Admin fee / account holder | $6,909 | $10,917-36.7% | $9,284-25.6% | $10,828-36.2% |