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 | $127,908 | $54,370+135.3% | $82,763+54.5% | $68,490+86.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.20% | -13.67%-0.5pp | 702.45%-716.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $12,926 | $2,219+482.5% | $3,008+329.7% | $2,597+397.8% |
| Participant deferral / active EE | $9,752 | $3,247+200.3% | $4,395+121.9% | $4,028+142.1% |
| Admin fee / account holder | $18,440 | $4,398+319.3% | $5,325+246.3% | $5,403+241.3% |