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 | $63,009 | $75,832-16.9% | $147,617-57.3% | $59,633+5.7% |
| Participation rate | 85.5% | 71.6%+13.9pp | 84.6%+0.9pp | 68.7%+16.8pp |
| Annual return | -2.08% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $5,859 | $3,485+68.1% | $5,564+5.3% | $2,203+166.0% |
| Participant deferral / active EE | $14,422 | $3,131+360.7% | $4,895+194.6% | $3,192+351.9% |
| Admin fee / account holder | $6,868 | $5,986+14.7% | $11,612-40.9% | $4,297+59.8% |