Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,067 | $138,078-55.0% | $125,363-50.5% | $134,509-53.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.08% | 750.49%-762.6pp | 572.15%-584.2pp | 418.13%-430.2pp |
| Employer contribution / active EE | $1,459 | $5,245-72.2% | $4,815-69.7% | $4,741-69.2% |
| Participant deferral / active EE | $8,468 | $7,800+8.6% | $7,447+13.7% | $6,400+32.3% |
| Admin fee / account holder | $412 | $11,566-96.4% | $10,005-95.9% | $11,427-96.4% |