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 | $72,201 | $82,674-12.7% | $125,363-42.4% | $68,495+5.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,069 | $3,382+49.9% | $4,815+5.3% | $2,596+95.2% |
| Participant deferral / active EE | $6,359 | $6,111+4.1% | $7,447-14.6% | $4,028+57.9% |
| Admin fee / account holder | $575 | $6,276-90.8% | $10,005-94.3% | $5,403-89.4% |