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 | $112,181 | $69,541+61.3% | $59,899+87.3% | $135,380-17.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.81% | 7.95%-13.8pp | 3.46%-9.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $5,354 | $3,236+65.5% | $2,723+96.7% | $4,779+12.0% |
| Participant deferral / active EE | $10,313 | $4,206+145.2% | $3,402+203.1% | $5,609+83.9% |
| Admin fee / account holder | $895 | $5,737-84.4% | $3,592-75.1% | $10,828-91.7% |