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 | $78,591 | $93,124-15.6% | $77,100+1.9% | $134,545-41.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.68% | 62.68%-82.4pp | 42.35%-62.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,332 | $3,421-31.8% | $2,815-17.1% | $4,742-50.8% |
| Participant deferral / active EE | $3,934 | $5,242-25.0% | $4,430-11.2% | $6,401-38.5% |
| Admin fee / account holder | $742 | $6,970-89.4% | $5,443-86.4% | $11,431-93.5% |