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 | $184,763 | $138,072+33.8% | $123,549+49.5% | $135,382+36.5% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -3.80% | 153.69%-157.5pp | 119.20%-123.0pp | 519.77%-523.6pp |
| Employer contribution / active EE | $2,845 | $5,152-44.8% | $4,628-38.5% | $4,779-40.5% |
| Participant deferral / active EE | $6,303 | $6,799-7.3% | $6,426-1.9% | $5,609+12.4% |
| Admin fee / account holder | $28,257 | $10,917+158.8% | $9,284+204.4% | $10,829+160.9% |