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 | $73,788 | $75,962-2.9% | $154,108-52.1% | $64,173+15.0% |
| Participation rate | 81.0% | 70.4%+10.6pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | -7.84% | 30.32%-38.2pp | 735.21%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,140 | $3,350-36.1% | $5,298-59.6% | $2,381-10.1% |
| Participant deferral / active EE | $4,961 | $3,175+56.3% | $5,081-2.4% | $3,470+43.0% |
| Admin fee / account holder | $13,720 | $5,589+145.5% | $13,411+2.3% | $4,887+180.7% |