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 | $145,887 | $138,076+5.7% | $123,553+18.1% | $135,380+7.8% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $7,934 | $5,152+54.0% | $4,628+71.4% | $4,779+66.0% |
| Participant deferral / active EE | $6,570 | $6,800-3.4% | $6,426+2.2% | $5,609+17.1% |
| Admin fee / account holder | $441 | $10,917-96.0% | $9,284-95.2% | $10,828-95.9% |