Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $122,254 | $100,811+21.3% | $86,698+41.0% | $134,545-9.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.63% | 29.11%-41.7pp | 35.96%-48.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $24,910 | $3,490+613.7% | $2,837+778.1% | $4,742+425.4% |
| Participant deferral / active EE | $12,798 | $5,339+139.7% | $4,656+174.8% | $6,401+99.9% |
| Admin fee / account holder | $419 | $10,926-96.2% | $7,492-94.4% | $11,431-96.3% |