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 | $46,849 | $168,635-72.2% | $147,617-68.3% | $125,389-62.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.81% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,218 | $6,252-64.5% | $5,564-60.1% | $4,866-54.4% |
| Participant deferral / active EE | $3,437 | $5,507-37.6% | $4,895-29.8% | $5,352-35.8% |
| Admin fee / account holder | $5,995 | $13,580-55.9% | $11,612-48.4% | $9,541-37.2% |