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 | $180,757 | $82,678+118.6% | $125,391+44.2% | $68,490+163.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $13,740 | $3,382+306.2% | $4,816+185.3% | $2,597+429.1% |
| Participant deferral / active EE | $11,522 | $6,111+88.5% | $7,448+54.7% | $4,028+186.1% |
| Admin fee / account holder | $542 | $6,277-91.4% | $10,009-94.6% | $5,403-90.0% |