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 | $38,539 | $82,674-53.4% | $125,381-69.3% | $68,486-43.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -1.91% | -5.97%+4.1pp | 572.31%-574.2pp | -7.85%+5.9pp |
| Employer contribution / active EE | $2,667 | $3,382-21.1% | $4,815-44.6% | $2,597+2.7% |
| Participant deferral / active EE | $3,929 | $6,111-35.7% | $7,448-47.2% | $4,028-2.4% |
| Admin fee / account holder | $3,596 | $6,277-42.7% | $10,007-64.1% | $5,404-33.5% |