Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,582 | $91,525-56.8% | $130,026-69.6% | $75,181-47.4% |
| Participation rate | 73.1% | 71.4%+1.7pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 32.36% | -631.40%+663.8pp | -137.26%+169.6pp | 160.69%-128.3pp |
| Employer contribution / active EE | $1,734 | $2,844-39.0% | $4,321-59.9% | $2,671-35.1% |
| Participant deferral / active EE | $7,698 | $4,342+77.3% | $5,821+32.3% | $4,126+86.6% |
| Admin fee / account holder | $2,411 | $6,778-64.4% | $10,608-77.3% | $5,650-57.3% |