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 | $153,803 | $95,975+60.3% | $74,549+106.3% | $135,379+13.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.41% | 56.96%-63.4pp | 32.53%-38.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $493 | $2,716-81.8% | $1,961-74.8% | $4,779-89.7% |
| Participant deferral / active EE | $6,637 | $3,844+72.7% | $3,108+113.5% | $5,609+18.3% |
| Admin fee / account holder | $923 | $6,522-85.9% | $5,059-81.8% | $10,828-91.5% |