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 | $67,842 | $95,975-29.3% | $74,549-9.0% | $135,379-49.9% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.95% | 56.96%-63.9pp | 32.53%-39.5pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,057 | $2,716-24.3% | $1,961+4.9% | $4,779-57.0% |
| Participant deferral / active EE | $8,123 | $3,844+111.3% | $3,108+161.4% | $5,609+44.8% |
| Admin fee / account holder | $345 | $6,522-94.7% | $5,059-93.2% | $10,828-96.8% |