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 | $55,577 | $92,743-40.1% | $82,744-32.8% | $134,532-58.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -18.42% | 946.63%-965.0pp | 702.22%-720.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,072 | $3,273-36.7% | $3,008-31.1% | $4,741-56.3% |
| Participant deferral / active EE | $2,685 | $4,802-44.1% | $4,395-38.9% | $6,401-58.1% |
| Admin fee / account holder | $4,058 | $5,977-32.1% | $5,325-23.8% | $11,429-64.5% |