Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $139,892 | $56,339+148.3% | $104,301+34.1% | $68,486+104.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.79% | -9.19%-8.6pp | 24.61%-42.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $8,315 | $1,960+324.2% | $3,373+146.5% | $2,597+220.2% |
| Participant deferral / active EE | $8,098 | $3,077+163.2% | $4,626+75.1% | $4,028+101.1% |
| Admin fee / account holder | $4,553 | $4,902-7.1% | $7,340-38.0% | $5,404-15.8% |