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 | $89,739 | $152,542-41.2% | $117,498-23.6% | $134,509-33.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 53.02%-66.2pp | 29.75%-42.9pp | 418.13%-431.3pp |
| Employer contribution / active EE | $4,936 | $5,574-11.4% | $4,178+18.1% | $4,741+4.1% |
| Participant deferral / active EE | $2,531 | $4,819-47.5% | $4,071-37.8% | $6,400-60.5% |
| Admin fee / account holder | $532 | $7,006-92.4% | $5,646-90.6% | $11,427-95.3% |