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 | $58,567 | $75,962-22.9% | $154,111-62.0% | $64,173-8.7% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | -6.57% | 30.32%-36.9pp | 735.18%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,294 | $3,350+28.2% | $5,298-19.0% | $2,381+80.3% |
| Participant deferral / active EE | $4,528 | $3,175+42.6% | $5,081-10.9% | $3,470+30.5% |
| Admin fee / account holder | $1,564 | $5,589-72.0% | $13,411-88.3% | $4,887-68.0% |