Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,617 | $138,076-82.9% | $123,553-80.9% | $135,380-82.6% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,129 | $5,152-58.7% | $4,628-54.0% | $4,779-55.4% |
| Participant deferral / active EE | $3,832 | $6,800-43.6% | $6,426-40.4% | $5,609-31.7% |
| Admin fee / account holder | $814 | $10,917-92.5% | $9,284-91.2% | $10,828-92.5% |