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 | $62,232 | $133,981-53.6% | $112,249-44.6% | $134,532-53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.17% | 47.16%-58.3pp | 27.48%-38.7pp | 418.27%-429.4pp |
| Employer contribution / active EE | $5,254 | $4,040+30.1% | $3,636+44.5% | $4,741+10.8% |
| Participant deferral / active EE | $10,888 | $5,292+105.7% | $4,729+130.2% | $6,401+70.1% |
| Admin fee / account holder | $10,200 | $7,492+36.2% | $6,412+59.1% | $11,429-10.7% |