Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $84,416 | $77,145+9.4% | $108,410-22.1% | $85,856-1.7% |
| Participation rate | 89.8% | 74.7%+15.1pp | 80.1%+9.7pp | 69.3%+20.5pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.34%-905.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $288 | $2,379-87.9% | $3,558-91.9% | $2,565-88.8% |
| Participant deferral / active EE | $4,287 | $5,566-23.0% | $6,562-34.7% | $3,952+8.5% |
| Admin fee / account holder | $519 | $5,172-90.0% | $7,296-92.9% | $6,261-91.7% |