Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,862 | $82,314-46.7% | $68,808-36.3% | $134,532-67.4% |
| Participation rate | 92.3% | 75.1%+17.3pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -19.03% | -2.18%-16.9pp | -6.37%-12.7pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,996 | $3,301+21.0% | $2,656+50.5% | $4,741-15.7% |
| Participant deferral / active EE | $10,150 | $4,740+114.1% | $3,942+157.5% | $6,401+58.6% |
| Admin fee / account holder | $789 | $6,484-87.8% | $4,936-84.0% | $11,429-93.1% |