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 | $55,530 | $95,188-41.7% | $76,518-27.4% | $135,380-59.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.21% | 4.85%-14.1pp | -0.27%-8.9pp | 519.81%-529.0pp |
| Employer contribution / active EE | $19,259 | $3,303+483.1% | $2,647+627.5% | $4,779+303.0% |
| Participant deferral / active EE | $9,905 | $4,640+113.5% | $3,836+158.2% | $5,609+76.6% |
| Admin fee / account holder | $592 | $6,249-90.5% | $4,849-87.8% | $10,828-94.5% |