Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,654 | $49,177-9.2% | $79,467-43.8% | $64,173-30.4% |
| Participation rate | 87.3% | 65.0%+22.3pp | 73.3%+14.0pp | 69.6%+17.7pp |
| Annual return | 2.11% | -1.16%+3.3pp | 718.30%-716.2pp | 7.63%-5.5pp |
| Employer contribution / active EE | $2,662 | $2,076+28.2% | $2,800-4.9% | $2,381+11.8% |
| Participant deferral / active EE | $4,561 | $2,821+61.6% | $3,704+23.1% | $3,470+31.4% |
| Admin fee / account holder | $3,847 | $3,839+0.2% | $5,104-24.6% | $4,887-21.3% |