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 | $68,947 | $133,981-48.5% | $112,249-38.6% | $134,532-48.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.97% | 47.16%-65.1pp | 27.48%-45.5pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,465 | $4,040-63.7% | $3,636-59.7% | $4,741-69.1% |
| Participant deferral / active EE | $5,020 | $5,292-5.1% | $4,729+6.2% | $6,401-21.6% |
| Admin fee / account holder | $1,057 | $7,492-85.9% | $6,412-83.5% | $11,429-90.8% |