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 | $61,643 | $56,197+9.7% | $67,652-8.9% | $59,633+3.4% |
| Participation rate | 72.4% | 71.5%+0.9pp | 75.7%-3.3pp | 68.7%+3.7pp |
| Annual return | -0.42% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,992 | $1,615+23.4% | $2,266-12.1% | $2,203-9.5% |
| Participant deferral / active EE | $3,909 | $2,844+37.5% | $3,560+9.8% | $3,192+22.5% |
| Admin fee / account holder | $5,872 | $3,958+48.4% | $4,821+21.8% | $4,297+36.7% |