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 | $44,247 | $91,537-51.7% | $130,045-66.0% | $75,173-41.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.31% | -631.55%+654.9pp | -137.30%+160.6pp | 160.72%-137.4pp |
| Employer contribution / active EE | $3,830 | $2,845+34.6% | $4,321-11.4% | $2,671+43.4% |
| Participant deferral / active EE | $10,573 | $4,343+143.5% | $5,820+81.7% | $4,126+156.2% |
| Admin fee / account holder | $1,212 | $6,780-82.1% | $10,600-88.6% | $5,651-78.6% |