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 | $79,264 | $138,076-42.6% | $123,553-35.8% | $135,380-41.5% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -6.17% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,474 | $5,152-52.0% | $4,628-46.5% | $4,779-48.2% |
| Participant deferral / active EE | $2,864 | $6,800-57.9% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $17,204 | $10,917+57.6% | $9,284+85.3% | $10,828+58.9% |