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 | $38,132 | $99,644-61.7% | $86,438-55.9% | $134,532-71.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | 6787.26%-6805.5pp | 4397.19%-4415.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,898 | $4,402+11.3% | $3,769+30.0% | $4,741+3.3% |
| Participant deferral / active EE | $8,375 | $7,247+15.6% | $6,952+20.5% | $6,401+30.8% |
| Admin fee / account holder | $532 | $8,375-93.6% | $6,733-92.1% | $11,429-95.3% |