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 | $18,988 | $82,678-77.0% | $125,391-84.9% | $68,490-72.3% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -9.43% | -5.97%-3.5pp | 572.41%-581.8pp | -7.85%-1.6pp |
| Employer contribution / active EE | $1,828 | $3,382-46.0% | $4,816-62.0% | $2,597-29.6% |
| Participant deferral / active EE | $3,937 | $6,111-35.6% | $7,448-47.1% | $4,028-2.3% |
| Admin fee / account holder | $336 | $6,277-94.6% | $10,009-96.6% | $5,403-93.8% |