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 | $55,399 | $167,353-66.9% | $143,797-61.5% | $134,545-58.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.19% | 0.48%-4.7pp | -0.04%-4.1pp | 418.37%-422.6pp |
| Employer contribution / active EE | $4,813 | $5,620-14.4% | $4,952-2.8% | $4,742+1.5% |
| Participant deferral / active EE | $8,251 | $6,447+28.0% | $5,638+46.3% | $6,401+28.9% |
| Admin fee / account holder | $90,609 | $18,096+400.7% | $14,679+517.3% | $11,431+692.7% |