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 | $15,901 | $97,729-83.7% | $83,830-81.0% | $135,379-88.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.12% | 1287.52%-1290.6pp | 850.97%-854.1pp | 519.79%-522.9pp |
| Employer contribution / active EE | $2,273 | $4,222-46.2% | $3,631-37.4% | $4,779-52.4% |
| Participant deferral / active EE | $4,062 | $4,683-13.3% | $4,082-0.5% | $5,609-27.6% |
| Admin fee / account holder | $422 | $6,674-93.7% | $5,479-92.3% | $10,828-96.1% |