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 | $37,400 | $138,102-72.9% | $125,381-70.2% | $134,532-72.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.43% | 750.73%-764.2pp | 572.31%-585.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $2,429 | $5,245-53.7% | $4,815-49.6% | $4,741-48.8% |
| Participant deferral / active EE | $10,900 | $7,801+39.7% | $7,448+46.4% | $6,401+70.3% |
| Admin fee / account holder | $45,456 | $11,568+292.9% | $10,007+354.2% | $11,429+297.7% |