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 | $124,643 | $65,704+89.7% | $94,229+32.3% | $59,633+109.0% |
| Participation rate | 86.8% | 72.1%+14.7pp | 78.8%+8.1pp | 68.7%+18.2pp |
| Annual return | -0.13% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $6,326 | $2,021+213.1% | $3,587+76.4% | $2,203+187.2% |
| Participant deferral / active EE | $9,069 | $3,143+188.5% | $4,320+109.9% | $3,192+184.1% |
| Admin fee / account holder | $14,799 | $4,265+247.0% | $6,269+136.1% | $4,297+244.4% |