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 | $26,717 | $133,981-80.1% | $112,249-76.2% | $134,532-80.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.75% | 47.16%-62.9pp | 27.48%-43.2pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,246 | $4,040-44.4% | $3,636-38.2% | $4,741-52.6% |
| Participant deferral / active EE | $4,416 | $5,292-16.5% | $4,729-6.6% | $6,401-31.0% |
| Admin fee / account holder | $1,045 | $7,492-86.1% | $6,412-83.7% | $11,429-90.9% |