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 | $18,535 | $138,102-86.6% | $125,381-85.2% | $134,532-86.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -16.88% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,062 | $5,245-41.6% | $4,815-36.4% | $4,741-35.4% |
| Participant deferral / active EE | $5,722 | $7,801-26.6% | $7,448-23.2% | $6,401-10.6% |
| Admin fee / account holder | $3,638 | $11,568-68.6% | $10,007-63.6% | $11,429-68.2% |