Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,569 | $138,102-74.2% | $125,381-71.6% | $134,532-73.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -12.92% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $3,022 | $5,245-42.4% | $4,815-37.2% | $4,741-36.3% |
| Participant deferral / active EE | $8,450 | $7,801+8.3% | $7,448+13.5% | $6,401+32.0% |
| Admin fee / account holder | $1,000 | $11,568-91.4% | $10,007-90.0% | $11,429-91.2% |