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 | $54,505 | $82,674-34.1% | $125,381-56.5% | $68,486-20.4% |
| Participation rate | 78.3% | 75.1%+3.3pp | 82.4%-4.0pp | 67.9%+10.4pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,136 | $3,382-36.8% | $4,815-55.6% | $2,597-17.7% |
| Participant deferral / active EE | $4,290 | $6,111-29.8% | $7,448-42.4% | $4,028+6.5% |
| Admin fee / account holder | $1,377 | $6,277-78.1% | $10,007-86.2% | $5,404-74.5% |