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 | $78,669 | $75,962+3.6% | $154,108-49.0% | $64,173+22.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,500 | $3,350+34.3% | $5,298-15.0% | $2,381+89.0% |
| Participant deferral / active EE | $5,272 | $3,175+66.1% | $5,081+3.8% | $3,470+51.9% |
| Admin fee / account holder | $585 | $5,589-89.5% | $13,411-95.6% | $4,887-88.0% |