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 | $86,234 | $49,177+75.4% | $79,467+8.5% | $64,173+34.4% |
| Participation rate | 76.2% | 65.0%+11.2pp | 73.3%+2.8pp | 69.6%+6.6pp |
| Annual return | -4.62% | -1.16%-3.5pp | 718.30%-722.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,782 | $2,076-14.2% | $2,800-36.4% | $2,381-25.1% |
| Participant deferral / active EE | $3,244 | $2,821+15.0% | $3,704-12.4% | $3,470-6.5% |
| Admin fee / account holder | $5,541 | $3,839+44.3% | $5,104+8.6% | $4,887+13.4% |