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 | $92,875 | $167,362-44.5% | $143,799-35.4% | $134,532-31.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.92% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $9,618 | $5,620+71.1% | $4,952+94.2% | $4,741+102.9% |
| Participant deferral / active EE | $6,806 | $6,447+5.6% | $5,638+20.7% | $6,401+6.3% |
| Admin fee / account holder | $2,566 | $18,094-85.8% | $14,677-82.5% | $11,429-77.5% |