Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,251 | $88,596-33.1% | $70,098-15.5% | $134,509-56.0% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -20.68% | 442.67%-463.3pp | 190.76%-211.4pp | 418.13%-438.8pp |
| Employer contribution / active EE | $5,134 | $3,235+58.7% | $2,560+100.5% | $4,741+8.3% |
| Participant deferral / active EE | $15,235 | $4,772+219.3% | $3,849+295.8% | $6,400+138.0% |
| Admin fee / account holder | $5,262 | $10,441-49.6% | $6,266-16.0% | $11,427-54.0% |