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 | $58,897 | $82,674-28.8% | $125,381-53.0% | $68,486-14.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -6.27% | -5.97%-0.3pp | 572.31%-578.6pp | -7.85%+1.6pp |
| Employer contribution / active EE | $3,191 | $3,382-5.7% | $4,815-33.7% | $2,597+22.9% |
| Participant deferral / active EE | $5,997 | $6,111-1.9% | $7,448-19.5% | $4,028+48.9% |
| Admin fee / account holder | $369 | $6,277-94.1% | $10,007-96.3% | $5,404-93.2% |