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 | $41,710 | $56,199-25.8% | $67,652-38.3% | $59,632-30.1% |
| Participation rate | 93.2% | 71.5%+21.7pp | 75.7%+17.5pp | 68.7%+24.5pp |
| Annual return | -1.79% | 18505.31%-18507.1pp | 6625.04%-6626.8pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $1,446 | $1,614-10.4% | $2,266-36.2% | $2,203-34.3% |
| Participant deferral / active EE | $3,622 | $2,844+27.4% | $3,560+1.8% | $3,192+13.5% |
| Admin fee / account holder | $3,864 | $3,958-2.4% | $4,821-19.8% | $4,297-10.1% |