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 | $92,392 | $168,635-45.2% | $147,617-37.4% | $125,389-26.3% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.93% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,899 | $6,252-21.6% | $5,564-12.0% | $4,866+0.7% |
| Participant deferral / active EE | $2,941 | $5,507-46.6% | $4,895-39.9% | $5,352-45.0% |
| Admin fee / account holder | $1,868 | $13,580-86.2% | $11,612-83.9% | $9,541-80.4% |