Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,435 | $197,819-53.8% | $155,789-41.3% | $125,389-27.1% |
| Participation rate | 93.8% | 82.1%+11.7pp | 76.1%+17.7pp | 83.2%+10.6pp |
| Annual return | -2.97% | 86.73%-89.7pp | 71.54%-74.5pp | 282.24%-285.2pp |
| Employer contribution / active EE | $912 | $4,850-81.2% | $3,839-76.2% | $4,866-81.3% |
| Participant deferral / active EE | $6,527 | $5,631+15.9% | $4,798+36.0% | $5,352+22.0% |
| Admin fee / account holder | $6,084 | $9,544-36.3% | $7,477-18.6% | $9,541-36.2% |