Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,481 | $167,362-62.1% | $143,799-55.9% | $134,532-52.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.61% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,683 | $5,620-34.5% | $4,952-25.6% | $4,741-22.3% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,401+220.3% |
| Admin fee / account holder | $333 | $18,094-98.2% | $14,677-97.7% | $11,429-97.1% |