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 | $135,304 | $160,059-15.5% | $140,019-3.4% | $135,380-0.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -6.67% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,639 | $6,420-74.5% | $5,605-70.8% | $4,779-65.7% |
| Participant deferral / active EE | $4,734 | $7,641-38.0% | $6,927-31.7% | $5,609-15.6% |
| Admin fee / account holder | $851 | $13,328-93.6% | $10,705-92.0% | $10,828-92.1% |