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 | $36,972 | $75,962-51.3% | $154,108-76.0% | $64,173-42.4% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,951 | $3,350+47.8% | $5,298-6.5% | $2,381+108.0% |
| Participant deferral / active EE | $2,553 | $3,175-19.6% | $5,081-49.8% | $3,470-26.4% |
| Admin fee / account holder | $799 | $5,589-85.7% | $13,411-94.0% | $4,887-83.7% |