Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,453 | $138,078-86.6% | $125,363-85.3% | $134,509-86.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -1.04% | 750.49%-751.5pp | 572.15%-573.2pp | 418.13%-419.2pp |
| Employer contribution / active EE | $3,873 | $5,245-26.2% | $4,815-19.6% | $4,741-18.3% |
| Participant deferral / active EE | $6,914 | $7,800-11.4% | $7,447-7.2% | $6,400+8.0% |
| Admin fee / account holder | $3,559 | $11,566-69.2% | $10,005-64.4% | $11,427-68.9% |