Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,729 | $72,404-34.1% | $110,243-56.7% | $64,173-25.6% |
| Participation rate | 82.9% | 73.3%+9.5pp | 79.8%+3.0pp | 69.6%+13.3pp |
| Annual return | -5.46% | -6.29%+0.8pp | 314.76%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,766 | $2,282+240.4% | $3,827+103.0% | $2,381+226.2% |
| Participant deferral / active EE | $6,593 | $3,469+90.0% | $4,672+41.1% | $3,470+90.0% |
| Admin fee / account holder | $4,440 | $5,664-21.6% | $8,548-48.1% | $4,887-9.2% |