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 | $74,352 | $138,072-46.1% | $123,549-39.8% | $135,382-45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.03% | 153.69%-162.7pp | 119.20%-128.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $6,236 | $5,152+21.1% | $4,628+34.7% | $4,779+30.5% |
| Participant deferral / active EE | $14,290 | $6,799+110.2% | $6,426+122.4% | $5,609+154.8% |
| Admin fee / account holder | $2,881 | $10,917-73.6% | $9,284-69.0% | $10,829-73.4% |