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 | $56,795 | $82,674-31.3% | $125,381-54.7% | $68,486-17.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.83% | -5.97%-10.9pp | 572.31%-589.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $5,239 | $3,382+54.9% | $4,815+8.8% | $2,597+101.8% |
| Participant deferral / active EE | $8,310 | $6,111+36.0% | $7,448+11.6% | $4,028+106.3% |
| Admin fee / account holder | $10,343 | $6,277+64.8% | $10,007+3.4% | $5,404+91.4% |