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 | $54,496 | $168,635-67.7% | $147,617-63.1% | $125,389-56.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -0.90% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,995 | $6,252-68.1% | $5,564-64.2% | $4,866-59.0% |
| Participant deferral / active EE | $3,446 | $5,507-37.4% | $4,895-29.6% | $5,352-35.6% |
| Admin fee / account holder | $304 | $13,580-97.8% | $11,612-97.4% | $9,541-96.8% |