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 | $88,581 | $82,678+7.1% | $125,391-29.4% | $68,490+29.3% |
| Participation rate | 73.0% | 75.1%-2.0pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,745 | $3,382-18.8% | $4,816-43.0% | $2,597+5.7% |
| Participant deferral / active EE | $6,051 | $6,111-1.0% | $7,448-18.8% | $4,028+50.2% |
| Admin fee / account holder | $6,105 | $6,277-2.7% | $10,009-39.0% | $5,403+13.0% |