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 | $102,881 | $133,981-23.2% | $112,249-8.3% | $134,532-23.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.98% | 47.16%-67.1pp | 27.48%-47.5pp | 418.27%-438.2pp |
| Employer contribution / active EE | $26,274 | $4,040+550.4% | $3,636+622.6% | $4,741+454.2% |
| Participant deferral / active EE | $10,426 | $5,292+97.0% | $4,729+120.5% | $6,401+62.9% |
| Admin fee / account holder | $1,710 | $7,492-77.2% | $6,412-73.3% | $11,429-85.0% |