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 | $68,944 | $167,353-58.8% | $143,797-52.1% | $134,545-48.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -15.90% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $6,808 | $5,620+21.1% | $4,952+37.5% | $4,742+43.6% |
| Participant deferral / active EE | $3,735 | $6,447-42.1% | $5,638-33.8% | $6,401-41.6% |
| Admin fee / account holder | $1,161 | $18,096-93.6% | $14,679-92.1% | $11,431-89.8% |