Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,313 | $82,674-31.9% | $125,381-55.1% | $68,486-17.8% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.4%-6.7pp | 67.9%+7.8pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.31%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,085 | $3,382-38.4% | $4,815-56.7% | $2,597-19.7% |
| Participant deferral / active EE | $5,209 | $6,111-14.8% | $7,448-30.1% | $4,028+29.3% |
| Admin fee / account holder | $1,054 | $6,277-83.2% | $10,007-89.5% | $5,404-80.5% |