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 | $117,111 | $138,072-15.2% | $123,549-5.2% | $135,382-13.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.63% | 153.69%-162.3pp | 119.20%-127.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $2,713 | $5,152-47.3% | $4,628-41.4% | $4,779-43.2% |
| Participant deferral / active EE | $8,339 | $6,799+22.6% | $6,426+29.8% | $5,609+48.7% |
| Admin fee / account holder | $828 | $10,917-92.4% | $9,284-91.1% | $10,829-92.4% |