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 | $69,359 | $138,102-49.8% | $125,381-44.7% | $134,532-48.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.42% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,902 | $5,245-44.7% | $4,815-39.7% | $4,741-38.8% |
| Participant deferral / active EE | $4,746 | $7,801-39.2% | $7,448-36.3% | $6,401-25.9% |
| Admin fee / account holder | $4,724 | $11,568-59.2% | $10,007-52.8% | $11,429-58.7% |