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 | $26,424 | $95,915-72.5% | $79,580-66.8% | $134,532-80.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.78% | -2.71%-10.1pp | 0.15%-12.9pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,316 | $3,129-57.9% | $2,413-45.5% | $4,741-72.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,686 | $9,132-81.5% | $6,835-75.3% | $11,429-85.2% |