Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,224 | $134,001-34.9% | $112,258-22.3% | $134,509-35.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.61% | 47.15%-61.8pp | 27.47%-42.1pp | 418.13%-432.7pp |
| Employer contribution / active EE | $13,542 | $4,039+235.2% | $3,636+272.5% | $4,741+185.7% |
| Participant deferral / active EE | $5,162 | $5,291-2.4% | $4,728+9.2% | $6,400-19.3% |
| Admin fee / account holder | $3,279 | $7,491-56.2% | $6,411-48.9% | $11,427-71.3% |