Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,357 | $97,732-80.2% | $83,831-76.9% | $135,380-85.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -8.09% | 1287.56%-1295.6pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,649 | $4,222-37.3% | $3,631-27.0% | $4,779-44.6% |
| Participant deferral / active EE | $7,728 | $4,683+65.0% | $4,082+89.3% | $5,609+37.8% |
| Admin fee / account holder | $2,014 | $6,675-69.8% | $5,479-63.2% | $10,828-81.4% |