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 | $36,773 | $106,549-65.5% | $91,225-59.7% | $134,509-72.7% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -9.04% | 160.73%-169.8pp | 114.10%-123.1pp | 418.13%-427.2pp |
| Employer contribution / active EE | $1,015 | $3,331-69.5% | $2,851-64.4% | $4,741-78.6% |
| Participant deferral / active EE | $6,000 | $4,719+27.1% | $4,234+41.7% | $6,400-6.3% |
| Admin fee / account holder | $1,560 | $6,234-75.0% | $5,422-71.2% | $11,427-86.3% |