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 | $115,325 | $49,177+134.5% | $79,467+45.1% | $64,173+79.7% |
| Participation rate | 74.0% | 65.0%+9.0pp | 73.3%+0.7pp | 69.6%+4.4pp |
| Annual return | -2.85% | -1.16%-1.7pp | 718.30%-721.2pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,105 | $2,076+1.4% | $2,800-24.8% | $2,381-11.6% |
| Participant deferral / active EE | $4,973 | $2,821+76.2% | $3,704+34.3% | $3,470+43.3% |
| Admin fee / account holder | $1,446 | $3,839-62.3% | $5,104-71.7% | $4,887-70.4% |