Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,746 | $106,551-84.3% | $91,225-81.6% | $134,532-87.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.02% | 160.78%-171.8pp | 114.12%-125.1pp | 418.27%-429.3pp |
| Employer contribution / active EE | $2,653 | $3,331-20.4% | $2,851-6.9% | $4,741-44.0% |
| Participant deferral / active EE | $3,660 | $4,718-22.4% | $4,233-13.6% | $6,401-42.8% |
| Admin fee / account holder | $9,297 | $6,234+49.1% | $5,422+71.5% | $11,429-18.7% |