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 | $70,899 | $45,566+55.6% | $64,105+10.6% | $59,633+18.9% |
| Participation rate | 86.7% | 60.2%+26.5pp | 68.2%+18.5pp | 68.7%+18.0pp |
| Annual return | -0.01% | 4.95%-5.0pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,556 | $934+173.6% | $1,820+40.4% | $2,203+16.0% |
| Participant deferral / active EE | $5,235 | $2,057+154.6% | $2,822+85.5% | $3,192+64.0% |
| Admin fee / account holder | $6,552 | $3,268+100.5% | $4,499+45.6% | $4,297+52.5% |