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 | $128,988 | $49,177+162.3% | $79,466+62.3% | $64,173+101.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.14% | -1.16%-6.0pp | 718.28%-725.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $6,536 | $2,076+214.8% | $2,800+133.4% | $2,381+174.5% |
| Participant deferral / active EE | $6,619 | $2,821+134.6% | $3,704+78.7% | $3,470+90.8% |
| Admin fee / account holder | $7,846 | $3,839+104.4% | $5,104+53.7% | $4,887+60.5% |