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 | $20,537 | $138,102-85.1% | $125,381-83.6% | $134,532-84.7% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -0.94% | 750.73%-751.7pp | 572.31%-573.2pp | 418.27%-419.2pp |
| Employer contribution / active EE | $2,673 | $5,245-49.0% | $4,815-44.5% | $4,741-43.6% |
| Participant deferral / active EE | $3,736 | $7,801-52.1% | $7,448-49.8% | $6,401-41.6% |
| Admin fee / account holder | $573 | $11,568-95.0% | $10,007-94.3% | $11,429-95.0% |