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 | $60,118 | $138,102-56.5% | $125,381-52.1% | $134,532-55.3% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -18.67% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $4,505 | $5,245-14.1% | $4,815-6.4% | $4,741-5.0% |
| Participant deferral / active EE | $8,519 | $7,801+9.2% | $7,448+14.4% | $6,401+33.1% |
| Admin fee / account holder | $2,769 | $11,568-76.1% | $10,007-72.3% | $11,429-75.8% |