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 | $85,935 | $78,694+9.2% | $67,652+27.0% | $125,389-31.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.25% | 9.46%-11.7pp | 6625.40%-6627.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $9,636 | $3,044+216.6% | $2,266+325.3% | $4,866+98.0% |
| Participant deferral / active EE | $6,370 | $4,292+48.4% | $3,560+78.9% | $5,352+19.0% |
| Admin fee / account holder | $460 | $7,403-93.8% | $4,821-90.4% | $9,541-95.2% |