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 | $74,008 | $138,075-46.4% | $123,552-40.1% | $135,379-45.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.75% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $13,573 | $5,152+163.5% | $4,628+193.3% | $4,779+184.0% |
| Participant deferral / active EE | $9,342 | $6,800+37.4% | $6,426+45.4% | $5,609+66.6% |
| Admin fee / account holder | $14,905 | $10,917+36.5% | $9,285+60.5% | $10,828+37.7% |