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 | $34,051 | $190,843-82.2% | $159,981-78.7% | $134,493-74.7% |
| Participation rate | 70.6% | 81.9%-11.4pp | 78.0%-7.4pp | 81.2%-10.6pp |
| Annual return | -14.11% | 552.37%-566.5pp | 408.70%-422.8pp | 418.01%-432.1pp |
| Employer contribution / active EE | $6,698 | $4,993+34.1% | $4,224+58.6% | $4,740+41.3% |
| Participant deferral / active EE | $5,348 | $6,923-22.8% | $6,182-13.5% | $6,400-16.4% |
| Admin fee / account holder | $834 | $10,475-92.0% | $8,700-90.4% | $11,425-92.7% |