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 | $129,538 | $138,075-6.2% | $123,552+4.8% | $135,379-4.3% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -8.20% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $10,659 | $5,152+106.9% | $4,628+130.3% | $4,779+123.0% |
| Participant deferral / active EE | $6,105 | $6,800-10.2% | $6,426-5.0% | $5,609+8.8% |
| Admin fee / account holder | $4,922 | $10,917-54.9% | $9,285-47.0% | $10,828-54.5% |