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 | $62,676 | $82,674-24.2% | $125,363-50.0% | $68,495-8.5% |
| Participation rate | 74.6% | 75.0%-0.4pp | 82.4%-7.7pp | 67.9%+6.7pp |
| Annual return | -18.80% | -5.97%-12.8pp | 572.15%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,566 | $3,382+5.5% | $4,815-25.9% | $2,596+37.4% |
| Participant deferral / active EE | $8,674 | $6,111+41.9% | $7,447+16.5% | $4,028+115.4% |
| Admin fee / account holder | $1,637 | $6,276-73.9% | $10,005-83.6% | $5,403-69.7% |