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 | $39,668 | $75,832-47.7% | $147,618-73.1% | $59,633-33.5% |
| Participation rate | 76.7% | 71.6%+5.1pp | 84.6%-7.9pp | 68.7%+8.0pp |
| Annual return | -1.26% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $2,970 | $3,485-14.8% | $5,565-46.6% | $2,203+34.8% |
| Participant deferral / active EE | $1,357 | $3,131-56.6% | $4,895-72.3% | $3,192-57.5% |
| Admin fee / account holder | $1,276 | $5,986-78.7% | $11,612-89.0% | $4,297-70.3% |