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 | $53,259 | $133,998-60.3% | $112,263-52.6% | $134,545-60.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.59% | 47.17%-65.8pp | 27.49%-46.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $24,329 | $4,040+502.2% | $3,636+569.1% | $4,742+413.1% |
| Participant deferral / active EE | $9,663 | $5,292+82.6% | $4,729+104.3% | $6,401+50.9% |
| Admin fee / account holder | $1,607 | $7,493-78.6% | $6,410-74.9% | $11,431-85.9% |