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 | $54,936 | $84,518-35.0% | $67,704-18.9% | $125,388-56.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.97% | 2.57%-5.5pp | 25.41%-28.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $13,339 | $3,292+305.2% | $2,559+421.2% | $4,866+174.1% |
| Participant deferral / active EE | $11,301 | $4,430+155.1% | $3,585+215.2% | $5,352+111.2% |
| Admin fee / account holder | $847 | $5,340-84.1% | $4,255-80.1% | $9,541-91.1% |