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 | $111,434 | $138,114-19.3% | $125,391-11.1% | $134,545-17.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.52% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,064 | $5,246-41.6% | $4,816-36.4% | $4,742-35.4% |
| Participant deferral / active EE | $3,854 | $7,801-50.6% | $7,448-48.3% | $6,401-39.8% |
| Admin fee / account holder | $1,162 | $11,570-90.0% | $10,009-88.4% | $11,431-89.8% |