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 | $80,168 | $168,635-52.5% | $147,617-45.7% | $125,389-36.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.37% | 77.65%-80.0pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,748 | $6,252-40.1% | $5,564-32.6% | $4,866-23.0% |
| Participant deferral / active EE | $8,320 | $5,507+51.1% | $4,895+70.0% | $5,352+55.5% |
| Admin fee / account holder | $356 | $13,580-97.4% | $11,612-96.9% | $9,541-96.3% |