Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,535 | $59,111+100.5% | $86,451+37.1% | $68,490+73.1% |
| Participation rate | 80.8% | 75.2%+5.5pp | 80.3%+0.4pp | 67.9%+12.9pp |
| Annual return | -16.31% | -0.22%-16.1pp | 4398.51%-4414.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $7,993 | $2,519+217.3% | $3,770+112.0% | $2,597+207.8% |
| Participant deferral / active EE | $6,266 | $5,900+6.2% | $6,953-9.9% | $4,028+55.6% |
| Admin fee / account holder | $1,640 | $5,640-70.9% | $6,734-75.6% | $5,403-69.6% |