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 | $79,614 | $134,001-40.6% | $112,258-29.1% | $134,509-40.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.83% | 47.15%-52.0pp | 27.47%-32.3pp | 418.13%-423.0pp |
| Employer contribution / active EE | $24,813 | $4,039+514.3% | $3,636+582.5% | $4,741+423.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,285 | $7,491-56.2% | $6,411-48.8% | $11,427-71.3% |