Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,925 | $152,591-47.0% | $117,529-31.1% | $134,545-39.9% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -13.10% | 53.04%-66.1pp | 29.77%-42.9pp | 418.37%-431.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,053 | $4,821-36.7% | $4,072-25.0% | $6,401-52.3% |
| Admin fee / account holder | $11,667 | $7,004+66.6% | $5,645+106.7% | $11,431+2.1% |