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 | $88,502 | $54,355+62.8% | $82,744+7.0% | $68,486+29.2% |
| Participation rate | 96.9% | 63.9%+32.9pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -16.62% | -13.67%-3.0pp | 702.22%-718.8pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,877 | $2,219+74.8% | $3,008+28.9% | $2,597+49.3% |
| Participant deferral / active EE | $7,298 | $3,246+124.8% | $4,395+66.1% | $4,028+81.2% |
| Admin fee / account holder | $5,437 | $4,397+23.7% | $5,325+2.1% | $5,404+0.6% |