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 | $77,922 | $82,674-5.7% | $125,363-37.8% | $68,495+13.8% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.15%-589.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,349 | $3,382-60.1% | $4,815-72.0% | $2,596-48.0% |
| Participant deferral / active EE | $3,369 | $6,111-44.9% | $7,447-54.8% | $4,028-16.3% |
| Admin fee / account holder | $6,305 | $6,276+0.5% | $10,005-37.0% | $5,403+16.7% |