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 | $133,238 | $138,076-3.5% | $123,553+7.8% | $135,380-1.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -3.77% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,034 | $5,152-41.1% | $4,628-34.5% | $4,779-36.5% |
| Participant deferral / active EE | $7,561 | $6,800+11.2% | $6,426+17.7% | $5,609+34.8% |
| Admin fee / account holder | $848 | $10,917-92.2% | $9,284-90.9% | $10,828-92.2% |