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 | $148,104 | $167,353-11.5% | $143,797+3.0% | $134,545+10.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -12.95% | 0.48%-13.4pp | -0.04%-12.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $4,019 | $5,620-28.5% | $4,952-18.9% | $4,742-15.2% |
| Participant deferral / active EE | $8,377 | $6,447+29.9% | $5,638+48.6% | $6,401+30.9% |
| Admin fee / account holder | $4,802 | $18,096-73.5% | $14,679-67.3% | $11,431-58.0% |