Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,073 | $93,117-75.2% | $77,096-70.1% | $134,532-82.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.12% | 62.67%-79.8pp | 42.35%-59.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $14,817 | $3,420+333.2% | $2,814+426.5% | $4,741+212.5% |
| Participant deferral / active EE | $7,122 | $5,241+35.9% | $4,429+60.8% | $6,401+11.3% |
| Admin fee / account holder | $458 | $6,948-93.4% | $5,428-91.6% | $11,429-96.0% |