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 | $39,214 | $88,585-55.7% | $69,884-43.9% | $134,532-70.9% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.2pp | 81.2%-8.5pp |
| Annual return | -11.08% | 442.80%-453.9pp | 190.81%-201.9pp | 418.27%-429.3pp |
| Employer contribution / active EE | $729 | $3,235-77.5% | $2,560-71.5% | $4,741-84.6% |
| Participant deferral / active EE | $1,374 | $4,770-71.2% | $3,848-64.3% | $6,401-78.5% |
| Admin fee / account holder | $4,617 | $10,441-55.8% | $6,266-26.3% | $11,429-59.6% |