Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,577 | $92,766-43.3% | $82,763-36.5% | $134,545-60.9% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -17.31% | 946.97%-964.3pp | 702.45%-719.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,899 | $3,273-42.0% | $3,008-36.9% | $4,742-60.0% |
| Participant deferral / active EE | $4,732 | $4,802-1.5% | $4,395+7.7% | $6,401-26.1% |
| Admin fee / account holder | $2,465 | $5,978-58.8% | $5,325-53.7% | $11,431-78.4% |