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 | $108,774 | $168,635-35.5% | $147,617-26.3% | $125,389-13.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.07% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,498 | $6,252-76.0% | $5,564-73.1% | $4,866-69.2% |
| Participant deferral / active EE | $8,645 | $5,507+57.0% | $4,895+76.6% | $5,352+61.5% |
| Admin fee / account holder | $938 | $13,580-93.1% | $11,612-91.9% | $9,541-90.2% |