Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,582 | $93,117-17.8% | $77,096-0.7% | $134,532-43.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | -15.08% | 62.67%-77.7pp | 42.35%-57.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $8,185 | $3,420+139.3% | $2,814+190.8% | $4,741+72.6% |
| Participant deferral / active EE | $5,138 | $5,241-2.0% | $4,429+16.0% | $6,401-19.7% |
| Admin fee / account holder | $681 | $6,948-90.2% | $5,428-87.5% | $11,429-94.0% |