Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,836 | $91,537-36.8% | $130,045-55.5% | $75,173-23.1% |
| Participation rate | 79.4% | 71.5%+8.0pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 17.65% | -631.55%+649.2pp | -137.30%+154.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,593 | $2,845-8.9% | $4,321-40.0% | $2,671-2.9% |
| Participant deferral / active EE | $3,922 | $4,343-9.7% | $5,820-32.6% | $4,126-4.9% |
| Admin fee / account holder | $5,591 | $6,780-17.5% | $10,600-47.3% | $5,651-1.1% |