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 | $37,297 | $82,674-54.9% | $125,363-70.2% | $68,495-45.5% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.15%-589.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $919 | $3,382-72.8% | $4,815-80.9% | $2,596-64.6% |
| Participant deferral / active EE | $7,733 | $6,111+26.5% | $7,447+3.8% | $4,028+92.0% |
| Admin fee / account holder | $8,210 | $6,276+30.8% | $10,005-17.9% | $5,403+51.9% |