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 | $33,125 | $72,404-54.2% | $110,243-70.0% | $64,173-48.4% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -5.55% | -6.29%+0.7pp | 314.76%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,987 | $2,282+30.9% | $3,827-21.9% | $2,381+25.5% |
| Participant deferral / active EE | $4,488 | $3,469+29.4% | $4,672-3.9% | $3,470+29.4% |
| Admin fee / account holder | $8,565 | $5,664+51.2% | $8,548+0.2% | $4,887+75.2% |