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 | $93,674 | $75,832+23.5% | $147,618-36.5% | $59,633+57.1% |
| Participation rate | 82.1% | 71.6%+10.6pp | 84.6%-2.5pp | 68.7%+13.5pp |
| Annual return | -1.54% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $1,948 | $3,485-44.1% | $5,565-65.0% | $2,203-11.5% |
| Participant deferral / active EE | $4,117 | $3,131+31.5% | $4,895-15.9% | $3,192+29.0% |
| Admin fee / account holder | $604 | $5,986-89.9% | $11,612-94.8% | $4,297-85.9% |