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 | $37,767 | $45,566-17.1% | $64,105-41.1% | $59,633-36.7% |
| Participation rate | 92.0% | 60.2%+31.8pp | 68.2%+23.8pp | 68.7%+23.3pp |
| Annual return | -1.86% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $2,267 | $934+142.7% | $1,820+24.5% | $2,203+2.9% |
| Participant deferral / active EE | $2,521 | $2,057+22.6% | $2,822-10.6% | $3,192-21.0% |
| Admin fee / account holder | $1,065 | $3,268-67.4% | $4,499-76.3% | $4,297-75.2% |