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 | $245,666 | $138,075+77.9% | $123,552+98.8% | $135,379+81.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.90% | 153.70%-161.6pp | 119.20%-127.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $3,050 | $5,152-40.8% | $4,628-34.1% | $4,779-36.2% |
| Participant deferral / active EE | $4,425 | $6,800-34.9% | $6,426-31.1% | $5,609-21.1% |
| Admin fee / account holder | $2,141 | $10,917-80.4% | $9,285-76.9% | $10,828-80.2% |