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 | $100,813 | $69,541+45.0% | $59,899+68.3% | $135,380-25.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.58% | 7.95%-15.5pp | 3.46%-11.0pp | 519.81%-527.4pp |
| Employer contribution / active EE | $6,569 | $3,236+103.0% | $2,723+141.2% | $4,779+37.4% |
| Participant deferral / active EE | $20,117 | $4,206+378.3% | $3,402+491.3% | $5,609+258.7% |
| Admin fee / account holder | $743 | $5,737-87.0% | $3,592-79.3% | $10,828-93.1% |