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 | $53,646 | $44,850+19.6% | $60,547-11.4% | $59,633-10.0% |
| Participation rate | 90.9% | 59.5%+31.4pp | 68.0%+22.9pp | 68.7%+22.2pp |
| Annual return | -1.85% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $3,092 | $1,462+111.5% | $2,419+27.8% | $2,203+40.4% |
| Participant deferral / active EE | $3,072 | $2,230+37.8% | $3,328-7.7% | $3,192-3.7% |
| Admin fee / account holder | $2,090 | $3,635-42.5% | $4,536-53.9% | $4,297-51.4% |