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 | $34,976 | $82,674-57.7% | $125,363-72.1% | $68,495-48.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.15%-590.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,661 | $3,382-21.3% | $4,815-44.7% | $2,596+2.5% |
| Participant deferral / active EE | $4,913 | $6,111-19.6% | $7,447-34.0% | $4,028+22.0% |
| Admin fee / account holder | $2,086 | $6,276-66.8% | $10,005-79.2% | $5,403-61.4% |