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 | $29,498 | $43,730-32.5% | $121,220-75.7% | $64,173-54.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -7.73% | 68.94%-76.7pp | 16.94%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,585 | $1,297+22.2% | $4,023-60.6% | $2,381-33.4% |
| Participant deferral / active EE | $2,740 | $2,281+20.1% | $3,345-18.1% | $3,470-21.0% |
| Admin fee / account holder | $798 | $3,502-77.2% | $5,021-84.1% | $4,887-83.7% |