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 | $133,834 | $100,792+32.8% | $86,691+54.4% | $134,509-0.5% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -17.59% | 29.08%-46.7pp | 35.94%-53.5pp | 418.13%-435.7pp |
| Employer contribution / active EE | $12,588 | $3,491+260.6% | $2,837+343.7% | $4,741+165.5% |
| Participant deferral / active EE | $8,422 | $5,339+57.7% | $4,656+80.9% | $6,400+31.6% |
| Admin fee / account holder | $757 | $10,924-93.1% | $7,492-89.9% | $11,427-93.4% |