Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,366 | $95,915-18.3% | $79,580-1.5% | $134,532-41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.24% | -2.71%-16.5pp | 0.15%-19.4pp | 418.27%-437.5pp |
| Employer contribution / active EE | $13,388 | $3,129+327.9% | $2,413+454.7% | $4,741+182.4% |
| Participant deferral / active EE | $7,083 | $4,693+50.9% | $3,985+77.7% | $6,401+10.7% |
| Admin fee / account holder | $4,779 | $9,132-47.7% | $6,835-30.1% | $11,429-58.2% |