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 | $50,980 | $133,981-61.9% | $112,249-54.6% | $134,532-62.1% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -11.53% | 47.16%-58.7pp | 27.48%-39.0pp | 418.27%-429.8pp |
| Employer contribution / active EE | $8,195 | $4,040+102.9% | $3,636+125.4% | $4,741+72.8% |
| Participant deferral / active EE | $3,067 | $5,292-42.0% | $4,729-35.2% | $6,401-52.1% |
| Admin fee / account holder | $2,823 | $7,492-62.3% | $6,412-56.0% | $11,429-75.3% |