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 | $29,576 | $104,106-71.6% | $71,086-58.4% | $135,379-78.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.93% | 1256.30%-1266.2pp | 650.59%-660.5pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,286 | $1,485-13.4% | $1,088+18.2% | $4,779-73.1% |
| Participant deferral / active EE | $2,027 | $2,527-19.8% | $1,874+8.2% | $5,609-63.9% |
| Admin fee / account holder | $572 | $4,142-86.2% | $3,082-81.4% | $10,828-94.7% |