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 | $45,743 | $82,674-44.7% | $125,381-63.5% | $68,486-33.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.36% | -5.97%-1.4pp | 572.31%-579.7pp | -7.85%+0.5pp |
| Employer contribution / active EE | $3,156 | $3,382-6.7% | $4,815-34.5% | $2,597+21.5% |
| Participant deferral / active EE | $9,711 | $6,111+58.9% | $7,448+30.4% | $4,028+141.1% |
| Admin fee / account holder | $567 | $6,277-91.0% | $10,007-94.3% | $5,404-89.5% |