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 | $29,709 | $45,566-34.8% | $64,105-53.7% | $59,633-50.2% |
| Participation rate | 88.0% | 60.2%+27.8pp | 68.2%+19.8pp | 68.7%+19.3pp |
| Annual return | 1.07% | 4.95%-3.9pp | 791.24%-790.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,178 | $934+133.2% | $1,820+19.7% | $2,203-1.1% |
| Participant deferral / active EE | $4,535 | $2,057+120.5% | $2,822+60.7% | $3,192+42.1% |
| Admin fee / account holder | $8,345 | $3,268+155.4% | $4,499+85.5% | $4,297+94.2% |