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 | $101,435 | $138,114-26.6% | $125,391-19.1% | $134,545-24.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -18.82% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,975 | $5,246-62.3% | $4,816-59.0% | $4,742-58.3% |
| Participant deferral / active EE | $5,543 | $7,801-29.0% | $7,448-25.6% | $6,401-13.4% |
| Admin fee / account holder | $8,135 | $11,570-29.7% | $10,009-18.7% | $11,431-28.8% |