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 | $75,377 | $92,219-18.3% | $76,768-1.8% | $135,379-44.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.79%-524.8pp |
| Employer contribution / active EE | $6,057 | $3,216+88.4% | $2,485+143.7% | $4,779+26.7% |
| Participant deferral / active EE | $7,910 | $4,508+75.5% | $3,852+105.4% | $5,609+41.0% |
| Admin fee / account holder | $3,021 | $10,749-71.9% | $6,675-54.7% | $10,828-72.1% |