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 | $77,093 | $57,352+34.4% | $83,831-8.0% | $64,173+20.1% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.6pp | 69.6%+6.0pp |
| Annual return | -8.49% | 11.38%-19.9pp | 850.99%-859.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,217 | $2,546-12.9% | $3,631-38.9% | $2,381-6.9% |
| Participant deferral / active EE | $5,893 | $2,993+96.9% | $4,082+44.4% | $3,470+69.8% |
| Admin fee / account holder | $631 | $4,046-84.4% | $5,479-88.5% | $4,887-87.1% |