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 | $77,173 | $160,059-51.8% | $140,019-44.9% | $135,379-43.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -4.75% | 911.44%-916.2pp | 651.15%-655.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $7,491 | $6,420+16.7% | $5,605+33.6% | $4,779+56.8% |
| Participant deferral / active EE | $6,899 | $7,641-9.7% | $6,927-0.4% | $5,609+23.0% |
| Admin fee / account holder | $1,739 | $13,328-87.0% | $10,705-83.8% | $10,828-83.9% |