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 | $58,254 | $52,519+10.9% | $155,789-62.6% | $59,633-2.3% |
| Participation rate | 87.7% | 61.7%+26.0pp | 76.1%+11.6pp | 68.7%+19.0pp |
| Annual return | -0.16% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $3,690 | $1,589+132.2% | $3,839-3.9% | $2,203+67.5% |
| Participant deferral / active EE | $1,675 | $3,084-45.7% | $4,798-65.1% | $3,192-47.5% |
| Admin fee / account holder | $483 | $3,540-86.3% | $7,477-93.5% | $4,297-88.8% |