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 | $20,010 | $43,730-54.2% | $121,220-83.5% | $64,173-68.8% |
| Participation rate | 84.2% | 58.3%+25.9pp | 71.8%+12.5pp | 69.6%+14.6pp |
| Annual return | -5.52% | 68.94%-74.5pp | 16.94%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,544 | $1,297+96.2% | $4,023-36.7% | $2,381+6.9% |
| Participant deferral / active EE | $3,744 | $2,281+64.2% | $3,345+11.9% | $3,470+7.9% |
| Admin fee / account holder | $4,158 | $3,502+18.7% | $5,021-17.2% | $4,887-14.9% |