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 | $82,031 | $54,355+50.9% | $82,744-0.9% | $68,486+19.8% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -17.89% | -13.67%-4.2pp | 702.22%-720.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,963 | $2,219-11.5% | $3,008-34.7% | $2,597-24.4% |
| Participant deferral / active EE | $5,159 | $3,246+58.9% | $4,395+17.4% | $4,028+28.1% |
| Admin fee / account holder | $4,197 | $4,397-4.5% | $5,325-21.2% | $5,404-22.3% |