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 | $111,287 | $106,548+4.4% | $91,219+22.0% | $134,493-17.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.33% | 160.69%-180.0pp | 114.06%-133.4pp | 418.01%-437.3pp |
| Employer contribution / active EE | $3,037 | $3,331-8.8% | $2,851+6.5% | $4,740-35.9% |
| Participant deferral / active EE | $19,940 | $4,719+322.5% | $4,234+371.0% | $6,400+211.6% |
| Admin fee / account holder | $536 | $6,233-91.4% | $5,421-90.1% | $11,425-95.3% |