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 | $202,949 | $167,362+21.3% | $143,799+41.1% | $134,532+50.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.29% | 0.47%-19.8pp | -0.04%-19.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $6,612 | $5,620+17.6% | $4,952+33.5% | $4,741+39.5% |
| Participant deferral / active EE | $9,211 | $6,447+42.9% | $5,638+63.4% | $6,401+43.9% |
| Admin fee / account holder | $2,142 | $18,094-88.2% | $14,677-85.4% | $11,429-81.3% |