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 | $152,546 | $88,585+72.2% | $69,884+118.3% | $134,532+13.4% |
| Participation rate | 76.5% | 74.9%+1.6pp | 70.5%+6.0pp | 81.2%-4.8pp |
| Annual return | -10.69% | 442.80%-453.5pp | 190.81%-201.5pp | 418.27%-429.0pp |
| Employer contribution / active EE | $2,169 | $3,235-32.9% | $2,560-15.3% | $4,741-54.2% |
| Participant deferral / active EE | $4,098 | $4,770-14.1% | $3,848+6.5% | $6,401-36.0% |
| Admin fee / account holder | $6,793 | $10,441-34.9% | $6,266+8.4% | $11,429-40.6% |