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 | $85,675 | $72,404+18.3% | $110,243-22.3% | $64,173+33.5% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -6.92% | -6.29%-0.6pp | 314.76%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,340 | $2,282-41.3% | $3,827-65.0% | $2,381-43.7% |
| Participant deferral / active EE | $3,929 | $3,469+13.3% | $4,672-15.9% | $3,470+13.2% |
| Admin fee / account holder | $12,000 | $5,664+111.9% | $8,548+40.4% | $4,887+145.5% |