Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,556 | $138,114-52.5% | $125,391-47.7% | $134,545-51.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.56% | 750.88%-768.4pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,957 | $5,246-62.7% | $4,816-59.4% | $4,742-58.7% |
| Participant deferral / active EE | $7,742 | $7,801-0.8% | $7,448+3.9% | $6,401+20.9% |
| Admin fee / account holder | $519 | $11,570-95.5% | $10,009-94.8% | $11,431-95.5% |