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 | $95,463 | $138,075-30.9% | $123,552-22.7% | $135,379-29.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.66% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $7,956 | $5,152+54.4% | $4,628+71.9% | $4,779+66.5% |
| Participant deferral / active EE | $4,592 | $6,800-32.5% | $6,426-28.5% | $5,609-18.1% |
| Admin fee / account holder | $860 | $10,917-92.1% | $9,285-90.7% | $10,828-92.1% |