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 | $91,337 | $100,792-9.4% | $86,691+5.4% | $134,509-32.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.96% | 29.08%-43.0pp | 35.94%-49.9pp | 418.13%-432.1pp |
| Employer contribution / active EE | $9,185 | $3,491+163.1% | $2,837+223.8% | $4,741+93.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,935 | $10,924+9.3% | $7,492+59.3% | $11,427+4.4% |