Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,748 | $95,915-39.8% | $79,580-27.4% | $134,532-57.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -16.94% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $5,585 | $3,129+78.5% | $2,413+131.4% | $4,741+17.8% |
| Participant deferral / active EE | $5,677 | $4,693+21.0% | $3,985+42.5% | $6,401-11.3% |
| Admin fee / account holder | $2,111 | $9,132-76.9% | $6,835-69.1% | $11,429-81.5% |