Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,440 | $167,353-19.1% | $143,797-5.8% | $134,545+0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $12,825 | $5,620+128.2% | $4,952+159.0% | $4,742+170.5% |
| Participant deferral / active EE | $17,151 | $6,447+166.0% | $5,638+204.2% | $6,401+167.9% |
| Admin fee / account holder | $12,804 | $18,096-29.2% | $14,679-12.8% | $11,431+12.0% |