Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $81,800 | $133,998-39.0% | $112,263-27.1% | $134,545-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.22% | 47.17%-62.4pp | 27.49%-42.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $10,191 | $4,040+152.2% | $3,636+180.3% | $4,742+114.9% |
| Participant deferral / active EE | $10,046 | $5,292+89.8% | $4,729+112.4% | $6,401+56.9% |
| Admin fee / account holder | $2,127 | $7,493-71.6% | $6,410-66.8% | $11,431-81.4% |