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 | $213,682 | $92,766+130.3% | $82,763+158.2% | $134,545+58.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -16.24% | 946.97%-963.2pp | 702.45%-718.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $6,286 | $3,273+92.1% | $3,008+109.0% | $4,742+32.6% |
| Participant deferral / active EE | $4,260 | $4,802-11.3% | $4,395-3.1% | $6,401-33.4% |
| Admin fee / account holder | $18,793 | $5,978+214.4% | $5,325+252.9% | $11,431+64.4% |