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 | $96,098 | $135,639-29.2% | $110,241-12.8% | $135,382-29.0% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.8%+11.5pp | 82.6%+8.7pp |
| Annual return | -5.51% | 513.21%-518.7pp | 314.75%-320.3pp | 519.77%-525.3pp |
| Employer contribution / active EE | $3,251 | $4,907-33.7% | $3,827-15.0% | $4,779-32.0% |
| Participant deferral / active EE | $4,857 | $5,507-11.8% | $4,672+4.0% | $5,609-13.4% |
| Admin fee / account holder | $1,274 | $11,457-88.9% | $8,548-85.1% | $10,829-88.2% |