Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $162,119 | $99,644+62.7% | $86,438+87.6% | $134,532+20.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.61% | 6787.26%-6803.9pp | 4397.19%-4413.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $11,988 | $4,402+172.3% | $3,769+218.0% | $4,741+152.9% |
| Participant deferral / active EE | $16,056 | $7,247+121.5% | $6,952+130.9% | $6,401+150.8% |
| Admin fee / account holder | $1,410 | $8,375-83.2% | $6,733-79.1% | $11,429-87.7% |