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 | $64,535 | $95,979-32.8% | $74,551-13.4% | $135,380-52.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.24% | 56.97%-64.2pp | 32.53%-39.8pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,210 | $2,716+91.8% | $1,961+165.7% | $4,779+9.0% |
| Participant deferral / active EE | $5,013 | $3,844+30.4% | $3,108+61.3% | $5,609-10.6% |
| Admin fee / account holder | $1,091 | $6,522-83.3% | $5,059-78.4% | $10,828-89.9% |