Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,450 | $133,981-60.9% | $112,249-53.3% | $134,532-61.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.03% | 47.16%-60.2pp | 27.48%-40.5pp | 418.27%-431.3pp |
| Employer contribution / active EE | $4,111 | $4,040+1.8% | $3,636+13.0% | $4,741-13.3% |
| Participant deferral / active EE | $5,165 | $5,292-2.4% | $4,729+9.2% | $6,401-19.3% |
| Admin fee / account holder | $446 | $7,492-94.1% | $6,412-93.0% | $11,429-96.1% |