Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,069 | $142,392-52.9% | $119,622-43.9% | $134,532-50.1% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -19.89% | -12.46%-7.4pp | -14.98%-4.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $10,885 | $5,224+108.4% | $4,232+157.2% | $4,741+129.6% |
| Participant deferral / active EE | $7,702 | $6,467+19.1% | $5,601+37.5% | $6,401+20.3% |
| Admin fee / account holder | $1,363 | $13,593-90.0% | $10,328-86.8% | $11,429-88.1% |