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 | $49,086 | $106,551-53.9% | $91,225-46.2% | $134,532-63.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.23% | 160.78%-179.0pp | 114.12%-132.3pp | 418.27%-436.5pp |
| Employer contribution / active EE | $11,119 | $3,331+233.7% | $2,851+290.0% | $4,741+134.5% |
| Participant deferral / active EE | $9,846 | $4,718+108.7% | $4,233+132.6% | $6,401+53.8% |
| Admin fee / account holder | $479 | $6,234-92.3% | $5,422-91.2% | $11,429-95.8% |