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 | $67,291 | $82,678-18.6% | $125,391-46.3% | $68,490-1.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,406 | $3,382-28.9% | $4,816-50.0% | $2,597-7.3% |
| Participant deferral / active EE | $6,431 | $6,111+5.2% | $7,448-13.7% | $4,028+59.7% |
| Admin fee / account holder | $2,041 | $6,277-67.5% | $10,009-79.6% | $5,403-62.2% |