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 | $71,364 | $167,353-57.4% | $143,797-50.4% | $134,545-47.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.64% | 0.48%-19.1pp | -0.04%-18.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $5,264 | $5,620-6.3% | $4,952+6.3% | $4,742+11.0% |
| Participant deferral / active EE | $2,882 | $6,447-55.3% | $5,638-48.9% | $6,401-55.0% |
| Admin fee / account holder | $10,552 | $18,096-41.7% | $14,679-28.1% | $11,431-7.7% |