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 | $130,389 | $82,674+57.7% | $125,381+4.0% | $68,486+90.4% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -19.09% | -5.97%-13.1pp | 572.31%-591.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $8,065 | $3,382+138.5% | $4,815+67.5% | $2,597+210.6% |
| Participant deferral / active EE | $16,046 | $6,111+162.6% | $7,448+115.4% | $4,028+298.4% |
| Admin fee / account holder | $4,376 | $6,277-30.3% | $10,007-56.3% | $5,404-19.0% |