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 | $71,687 | $45,566+57.3% | $64,105+11.8% | $59,633+20.2% |
| Participation rate | 89.2% | 60.2%+29.0pp | 68.2%+21.0pp | 68.7%+20.5pp |
| Annual return | -2.40% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $5,413 | $934+479.5% | $1,820+197.4% | $2,203+145.7% |
| Participant deferral / active EE | $7,544 | $2,057+266.8% | $2,822+167.4% | $3,192+136.4% |
| Admin fee / account holder | $338 | $3,268-89.7% | $4,499-92.5% | $4,297-92.1% |