Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,528 | $106,557-62.9% | $91,227-56.7% | $134,545-70.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.15% | 160.81%-170.0pp | 114.14%-123.3pp | 418.37%-427.5pp |
| Employer contribution / active EE | $11,735 | $3,332+252.2% | $2,851+311.6% | $4,742+147.5% |
| Participant deferral / active EE | $8,887 | $4,719+88.3% | $4,234+109.9% | $6,401+38.8% |
| Admin fee / account holder | $366 | $6,235-94.1% | $5,423-93.3% | $11,431-96.8% |