Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,634 | $91,537-6.4% | $130,045-34.2% | $75,173+13.9% |
| Participation rate | 73.2% | 71.5%+1.7pp | 78.5%-5.3pp | 67.2%+6.0pp |
| Annual return | 21.18% | -631.55%+652.7pp | -137.30%+158.5pp | 160.72%-139.5pp |
| Employer contribution / active EE | $2,342 | $2,845-17.7% | $4,321-45.8% | $2,671-12.3% |
| Participant deferral / active EE | $5,390 | $4,343+24.1% | $5,820-7.4% | $4,126+30.6% |
| Admin fee / account holder | $1,259 | $6,780-81.4% | $10,600-88.1% | $5,651-77.7% |