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 | $74,204 | $135,645-45.3% | $110,243-32.7% | $135,379-45.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.58% | 513.24%-520.8pp | 314.76%-322.3pp | 519.79%-527.4pp |
| Employer contribution / active EE | $2,730 | $4,907-44.4% | $3,827-28.7% | $4,779-42.9% |
| Participant deferral / active EE | $4,635 | $5,507-15.8% | $4,672-0.8% | $5,609-17.4% |
| Admin fee / account holder | $18,232 | $11,458+59.1% | $8,548+113.3% | $10,828+68.4% |