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 | $25,777 | $45,152-42.9% | $73,836-65.1% | $59,633-56.8% |
| Participation rate | 88.0% | 64.0%+24.0pp | 73.4%+14.6pp | 68.7%+19.3pp |
| Annual return | -0.78% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,297 | $1,901-31.8% | $2,787-53.5% | $2,203-41.1% |
| Participant deferral / active EE | $2,950 | $2,573+14.7% | $3,583-17.7% | $3,192-7.6% |
| Admin fee / account holder | $930 | $3,515-73.5% | $4,882-81.0% | $4,297-78.4% |