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 | $52,517 | $104,116-49.6% | $71,089-26.1% | $135,380-61.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -5.86% | 1256.51%-1262.4pp | 650.65%-656.5pp | 519.81%-525.7pp |
| Employer contribution / active EE | $7,604 | $1,485+412.1% | $1,088+599.1% | $4,779+59.1% |
| Participant deferral / active EE | $1,422 | $2,524-43.6% | $1,873-24.0% | $5,609-74.6% |
| Admin fee / account holder | $401 | $4,142-90.3% | $3,082-87.0% | $10,828-96.3% |