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 | $69,444 | $138,114-49.7% | $125,391-44.6% | $134,545-48.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.37% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,376 | $5,246-54.7% | $4,816-50.7% | $4,742-49.9% |
| Participant deferral / active EE | $12,082 | $7,801+54.9% | $7,448+62.2% | $6,401+88.7% |
| Admin fee / account holder | $5,627 | $11,570-51.4% | $10,009-43.8% | $11,431-50.8% |