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 | $80,410 | $135,639-40.7% | $110,241-27.1% | $135,382-40.6% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -4.92% | 513.21%-518.1pp | 314.75%-319.7pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,915 | $4,907-61.0% | $3,827-49.9% | $4,779-59.9% |
| Participant deferral / active EE | $5,713 | $5,507+3.7% | $4,672+22.3% | $5,609+1.9% |
| Admin fee / account holder | $3,039 | $11,457-73.5% | $8,548-64.4% | $10,829-71.9% |