Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,234 | $138,114-37.6% | $125,391-31.2% | $134,545-35.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.17% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,995 | $5,246-42.9% | $4,816-37.8% | $4,742-36.8% |
| Participant deferral / active EE | $6,388 | $7,801-18.1% | $7,448-14.2% | $6,401-0.2% |
| Admin fee / account holder | $6,836 | $11,570-40.9% | $10,009-31.7% | $11,431-40.2% |