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 | $50,078 | $135,645-63.1% | $110,243-54.6% | $135,379-63.0% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.8%-0.9pp | 82.6%-3.7pp |
| Annual return | -6.52% | 513.24%-519.8pp | 314.76%-321.3pp | 519.79%-526.3pp |
| Employer contribution / active EE | $3,202 | $4,907-34.8% | $3,827-16.3% | $4,779-33.0% |
| Participant deferral / active EE | $5,651 | $5,507+2.6% | $4,672+20.9% | $5,609+0.7% |
| Admin fee / account holder | $2,539 | $11,458-77.8% | $8,548-70.3% | $10,828-76.6% |