Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,792 | $82,674-14.4% | $125,381-43.5% | $68,486+3.4% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -2.44% | -5.97%+3.5pp | 572.31%-574.7pp | -7.85%+5.4pp |
| Employer contribution / active EE | $5,179 | $3,382+53.2% | $4,815+7.6% | $2,597+99.5% |
| Participant deferral / active EE | $9,709 | $6,111+58.9% | $7,448+30.4% | $4,028+141.1% |
| Admin fee / account holder | $1,029 | $6,277-83.6% | $10,007-89.7% | $5,404-81.0% |