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 | $60,730 | $82,674-26.5% | $125,381-51.6% | $68,486-11.3% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -15.03% | -5.97%-9.1pp | 572.31%-587.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,570 | $3,382-24.0% | $4,815-46.6% | $2,597-1.0% |
| Participant deferral / active EE | $4,257 | $6,111-30.3% | $7,448-42.8% | $4,028+5.7% |
| Admin fee / account holder | $455 | $6,277-92.8% | $10,007-95.5% | $5,404-91.6% |