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 | $134,387 | $167,362-19.7% | $143,799-6.5% | $134,532-0.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.97% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $3,896 | $5,620-30.7% | $4,952-21.3% | $4,741-17.8% |
| Participant deferral / active EE | $14,932 | $6,447+131.6% | $5,638+164.8% | $6,401+133.3% |
| Admin fee / account holder | $2,187 | $18,094-87.9% | $14,677-85.1% | $11,429-80.9% |