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 | $210,657 | $135,645+55.3% | $110,243+91.1% | $135,380+55.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -4.02% | 513.24%-517.3pp | 314.76%-318.8pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,936 | $4,907-60.5% | $3,827-49.4% | $4,779-59.5% |
| Participant deferral / active EE | $7,744 | $5,507+40.6% | $4,672+65.7% | $5,609+38.1% |
| Admin fee / account holder | $3,407 | $11,458-70.3% | $8,548-60.1% | $10,828-68.5% |