Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $83,683 | $167,362-50.0% | $143,799-41.8% | $134,532-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.98% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $7,270 | $5,620+29.3% | $4,952+46.8% | $4,741+53.3% |
| Participant deferral / active EE | $15,150 | $6,447+135.0% | $5,638+168.7% | $6,401+136.7% |
| Admin fee / account holder | $587 | $18,094-96.8% | $14,677-96.0% | $11,429-94.9% |