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 | $40,660 | $82,678-50.8% | $125,391-67.6% | $68,490-40.6% |
| Participation rate | 72.2% | 75.1%-2.8pp | 82.4%-10.2pp | 67.9%+4.3pp |
| Annual return | 3.78% | -5.97%+9.7pp | 572.41%-568.6pp | -7.85%+11.6pp |
| Employer contribution / active EE | $5,800 | $3,382+71.5% | $4,816+20.4% | $2,597+123.4% |
| Participant deferral / active EE | $5,703 | $6,111-6.7% | $7,448-23.4% | $4,028+41.6% |
| Admin fee / account holder | $848 | $6,277-86.5% | $10,009-91.5% | $5,403-84.3% |