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 | $139,257 | $100,811+38.1% | $86,698+60.6% | $134,545+3.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.80% | 29.11%-41.9pp | 35.96%-48.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $10,169 | $3,490+191.4% | $2,837+258.5% | $4,742+114.5% |
| Participant deferral / active EE | $5,400 | $5,339+1.1% | $4,656+16.0% | $6,401-15.6% |
| Admin fee / account holder | $2,622 | $10,926-76.0% | $7,492-65.0% | $11,431-77.1% |