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 | $52,435 | $49,177+6.6% | $79,467-34.0% | $64,173-18.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.84% | -1.16%-1.7pp | 718.30%-721.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,642 | $2,076+123.6% | $2,800+65.8% | $2,381+95.0% |
| Participant deferral / active EE | $1,320 | $2,821-53.2% | $3,704-64.4% | $3,470-62.0% |
| Admin fee / account holder | $1,208 | $3,839-68.5% | $5,104-76.3% | $4,887-75.3% |