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 | $83,514 | $190,862-56.2% | $159,991-47.8% | $134,509-37.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -19.62% | 552.59%-572.2pp | 408.82%-428.4pp | 418.13%-437.8pp |
| Employer contribution / active EE | $2,293 | $4,995-54.1% | $4,225-45.7% | $4,741-51.6% |
| Participant deferral / active EE | $9,509 | $6,924+37.3% | $6,183+53.8% | $6,400+48.6% |
| Admin fee / account holder | $1,529 | $10,495-85.4% | $8,715-82.5% | $11,427-86.6% |