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 | $20,065 | $95,975-79.1% | $74,549-73.1% | $135,379-85.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.74% | 56.96%-65.7pp | 32.53%-41.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $3,344 | $2,716+23.1% | $1,961+70.5% | $4,779-30.0% |
| Participant deferral / active EE | $3,703 | $3,844-3.6% | $3,108+19.2% | $5,609-34.0% |
| Admin fee / account holder | $346 | $6,522-94.7% | $5,059-93.2% | $10,828-96.8% |