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 | $52,027 | $180,466-71.2% | $154,114-66.2% | $135,382-61.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -6.13% | 888.15%-894.3pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $5,239 | $6,035-13.2% | $5,298-1.1% | $4,779+9.6% |
| Participant deferral / active EE | $3,540 | $5,806-39.0% | $5,081-30.3% | $5,609-36.9% |
| Admin fee / account holder | $11,107 | $16,144-31.2% | $13,411-17.2% | $10,829+2.6% |