Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $104,972 | $138,114-24.0% | $125,391-16.3% | $134,545-22.0% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -0.13% | 750.88%-751.0pp | 572.41%-572.5pp | 418.37%-418.5pp |
| Employer contribution / active EE | $1,699 | $5,246-67.6% | $4,816-64.7% | $4,742-64.2% |
| Participant deferral / active EE | $6,806 | $7,801-12.8% | $7,448-8.6% | $6,401+6.3% |
| Admin fee / account holder | $9,495 | $11,570-17.9% | $10,009-5.1% | $11,431-16.9% |