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 | $55,015 | $92,743-40.7% | $82,744-33.5% | $134,532-59.1% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -17.20% | 946.63%-963.8pp | 702.22%-719.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,838 | $3,273-43.8% | $3,008-38.9% | $4,741-61.2% |
| Participant deferral / active EE | $2,475 | $4,802-48.5% | $4,395-43.7% | $6,401-61.3% |
| Admin fee / account holder | $1,358 | $5,977-77.3% | $5,325-74.5% | $11,429-88.1% |