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 | $57,201 | $82,674-30.8% | $125,381-54.4% | $68,486-16.5% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.31%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,091 | $3,382-67.8% | $4,815-77.4% | $2,597-58.0% |
| Participant deferral / active EE | $6,203 | $6,111+1.5% | $7,448-16.7% | $4,028+54.0% |
| Admin fee / account holder | $414 | $6,277-93.4% | $10,007-95.9% | $5,404-92.3% |