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 | $122,380 | $87,546+39.8% | $75,784+61.5% | $125,389-2.4% |
| Participation rate | 82.6% | 80.2%+2.4pp | 75.8%+6.8pp | 83.2%-0.6pp |
| Annual return | -3.60% | 13.49%-17.1pp | 9.68%-13.3pp | 282.24%-285.8pp |
| Employer contribution / active EE | $5,124 | $3,930+30.4% | $3,323+54.2% | $4,866+5.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $684 | $6,503-89.5% | $5,300-87.1% | $9,541-92.8% |