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 | $80,286 | $97,732-17.9% | $83,831-4.2% | $135,380-40.7% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -8.35% | 1287.56%-1295.9pp | 850.99%-859.3pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,004 | $4,222-28.8% | $3,631-17.3% | $4,779-37.1% |
| Participant deferral / active EE | $7,113 | $4,683+51.9% | $4,082+74.3% | $5,609+26.8% |
| Admin fee / account holder | $4,555 | $6,675-31.7% | $5,479-16.9% | $10,828-57.9% |