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 | $56,833 | $75,962-25.2% | $154,111-63.1% | $64,173-11.4% |
| Participation rate | 88.6% | 70.4%+18.2pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -3.43% | 30.32%-33.8pp | 735.18%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,504 | $3,350-25.3% | $5,298-52.7% | $2,381+5.2% |
| Participant deferral / active EE | $4,572 | $3,175+44.0% | $5,081-10.0% | $3,470+31.8% |
| Admin fee / account holder | $436 | $5,589-92.2% | $13,411-96.7% | $4,887-91.1% |