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 | $30,868 | $168,636-81.7% | $147,618-79.1% | $125,388-75.4% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -1.29% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,327 | $6,252-62.8% | $5,565-58.2% | $4,866-52.2% |
| Participant deferral / active EE | $6,166 | $5,507+12.0% | $4,895+26.0% | $5,352+15.2% |
| Admin fee / account holder | $427 | $13,580-96.9% | $11,612-96.3% | $9,541-95.5% |