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 | $86,841 | $138,078-37.1% | $125,363-30.7% | $134,509-35.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.70% | 750.49%-770.2pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $3,214 | $5,245-38.7% | $4,815-33.2% | $4,741-32.2% |
| Participant deferral / active EE | $9,912 | $7,800+27.1% | $7,447+33.1% | $6,400+54.9% |
| Admin fee / account holder | $1,338 | $11,566-88.4% | $10,005-86.6% | $11,427-88.3% |