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 | $36,436 | $138,075-73.6% | $123,552-70.5% | $135,379-73.1% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | -6.97% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,604 | $5,152-68.9% | $4,628-65.3% | $4,779-66.4% |
| Participant deferral / active EE | $4,024 | $6,800-40.8% | $6,426-37.4% | $5,609-28.3% |
| Admin fee / account holder | $5,744 | $10,917-47.4% | $9,285-38.1% | $10,828-46.9% |