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 | $51,881 | $82,674-37.2% | $125,381-58.6% | $68,486-24.2% |
| Participation rate | 91.4% | 75.1%+16.4pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -1.05% | -5.97%+4.9pp | 572.31%-573.4pp | -7.85%+6.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,812 | $6,111+44.2% | $7,448+18.3% | $4,028+118.8% |
| Admin fee / account holder | $6,250 | $6,277-0.4% | $10,007-37.5% | $5,404+15.7% |