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 | $51,461 | $138,075-62.7% | $123,552-58.3% | $135,379-62.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.33% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $3,726 | $5,152-27.7% | $4,628-19.5% | $4,779-22.0% |
| Participant deferral / active EE | $7,267 | $6,800+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $439 | $10,917-96.0% | $9,285-95.3% | $10,828-95.9% |