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 | $29,970 | $57,352-47.7% | $83,831-64.3% | $64,173-53.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.34% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,207 | $2,546+104.6% | $3,631+43.4% | $2,381+118.7% |
| Participant deferral / active EE | $2,126 | $2,993-29.0% | $4,082-47.9% | $3,470-38.7% |
| Admin fee / account holder | $1,205 | $4,046-70.2% | $5,479-78.0% | $4,887-75.3% |