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 | $74,109 | $78,694-5.8% | $67,652+9.5% | $125,389-40.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.20% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $10,095 | $3,044+231.7% | $2,266+345.6% | $4,866+107.5% |
| Participant deferral / active EE | $4,143 | $4,292-3.5% | $3,560+16.4% | $5,352-22.6% |
| Admin fee / account holder | $1,262 | $7,403-83.0% | $4,821-73.8% | $9,541-86.8% |