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 | $77,290 | $95,188-18.8% | $76,518+1.0% | $135,379-42.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 4.85%-10.4pp | -0.27%-5.3pp | 519.79%-525.3pp |
| Employer contribution / active EE | $10,384 | $3,303+214.4% | $2,647+292.2% | $4,779+117.3% |
| Participant deferral / active EE | $11,833 | $4,640+155.0% | $3,836+208.5% | $5,609+111.0% |
| Admin fee / account holder | $597 | $6,249-90.5% | $4,849-87.7% | $10,828-94.5% |