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 | $56,593 | $54,380+4.1% | $68,509-17.4% | $59,633-5.1% |
| Participation rate | 92.5% | 70.2%+22.3pp | 74.7%+17.7pp | 68.7%+23.8pp |
| Annual return | -0.02% | 2.83%-2.9pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,541 | $1,539+65.1% | $2,278+11.5% | $2,203+15.3% |
| Participant deferral / active EE | $4,417 | $2,643+67.1% | $3,382+30.6% | $3,192+38.4% |
| Admin fee / account holder | $8,810 | $3,885+126.7% | $5,275+67.0% | $4,297+105.0% |