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 | $66,556 | $82,678-19.5% | $125,391-46.9% | $68,490-2.8% |
| Participation rate | 82.1% | 75.1%+7.1pp | 82.4%-0.2pp | 67.9%+14.2pp |
| Annual return | -10.15% | -5.97%-4.2pp | 572.41%-582.6pp | -7.85%-2.3pp |
| Employer contribution / active EE | $3,346 | $3,382-1.1% | $4,816-30.5% | $2,597+28.9% |
| Participant deferral / active EE | $6,610 | $6,111+8.2% | $7,448-11.3% | $4,028+64.1% |
| Admin fee / account holder | $5,996 | $6,277-4.5% | $10,009-40.1% | $5,403+11.0% |