Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,955 | $88,585-21.0% | $69,884+0.1% | $134,532-48.0% |
| Participation rate | 73.7% | 74.9%-1.2pp | 70.5%+3.2pp | 81.2%-7.5pp |
| Annual return | -5.73% | 442.80%-448.5pp | 190.81%-196.5pp | 418.27%-424.0pp |
| Employer contribution / active EE | $2,326 | $3,235-28.1% | $2,560-9.1% | $4,741-50.9% |
| Participant deferral / active EE | $5,016 | $4,770+5.2% | $3,848+30.4% | $6,401-21.6% |
| Admin fee / account holder | $941 | $10,441-91.0% | $6,266-85.0% | $11,429-91.8% |