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 | $79,584 | $129,959-38.8% | $104,301-23.7% | $134,532-40.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.92% | 42.04%-50.0pp | 24.61%-32.5pp | 418.27%-426.2pp |
| Employer contribution / active EE | $4,680 | $4,185+11.8% | $3,373+38.7% | $4,741-1.3% |
| Participant deferral / active EE | $8,069 | $5,589+44.4% | $4,626+74.4% | $6,401+26.1% |
| Admin fee / account holder | $546 | $9,325-94.1% | $7,340-92.6% | $11,429-95.2% |