Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,712 | $54,370-39.8% | $82,763-60.5% | $68,490-52.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 702.45%-702.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,295 | $2,219+48.5% | $3,008+9.5% | $2,597+26.9% |
| Participant deferral / active EE | $6,572 | $3,247+102.4% | $4,395+49.5% | $4,028+63.2% |
| Admin fee / account holder | $748 | $4,398-83.0% | $5,325-86.0% | $5,403-86.2% |