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 | $57,939 | $43,730+32.5% | $121,220-52.2% | $64,173-9.7% |
| Participation rate | 80.7% | 58.3%+22.4pp | 71.8%+8.9pp | 69.6%+11.1pp |
| Annual return | -6.82% | 68.94%-75.8pp | 16.94%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,480 | $1,297+91.2% | $4,023-38.4% | $2,381+4.2% |
| Participant deferral / active EE | $9,157 | $2,281+301.5% | $3,345+173.7% | $3,470+163.9% |
| Admin fee / account holder | $4,797 | $3,502+37.0% | $5,021-4.5% | $4,887-1.8% |