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 | $16,845 | $97,761-82.8% | $83,850-79.9% | $135,382-87.6% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -2.91% | 1287.44%-1290.4pp | 850.92%-853.8pp | 519.77%-522.7pp |
| Employer contribution / active EE | $3,351 | $4,222-20.6% | $3,631-7.7% | $4,779-29.9% |
| Participant deferral / active EE | $8,104 | $4,682+73.1% | $4,082+98.5% | $5,609+44.5% |
| Admin fee / account holder | $5,748 | $6,674-13.9% | $5,478+4.9% | $10,829-46.9% |