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 | $78,737 | $95,975-18.0% | $74,549+5.6% | $135,379-41.8% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -6.88% | 56.96%-63.8pp | 32.53%-39.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,752 | $2,716+1.3% | $1,961+40.4% | $4,779-42.4% |
| Participant deferral / active EE | $5,302 | $3,844+37.9% | $3,108+70.6% | $5,609-5.5% |
| Admin fee / account holder | $17,141 | $6,522+162.8% | $5,059+238.8% | $10,828+58.3% |