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 | $36,699 | $82,678-55.6% | $125,391-70.7% | $68,490-46.4% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -17.40% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,837 | $3,382-45.7% | $4,816-61.8% | $2,597-29.2% |
| Participant deferral / active EE | $9,372 | $6,111+53.4% | $7,448+25.8% | $4,028+132.7% |
| Admin fee / account holder | $2,704 | $6,277-56.9% | $10,009-73.0% | $5,403-50.0% |