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 | $146,271 | $167,533-12.7% | $151,645-3.5% | $134,545+8.7% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -15.04% | 7.81%-22.9pp | 3.34%-18.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $3,855 | $6,828-43.5% | $6,165-37.5% | $4,742-18.7% |
| Participant deferral / active EE | $8,252 | $8,985-8.2% | $8,363-1.3% | $6,401+28.9% |
| Admin fee / account holder | $6,138 | $13,781-55.5% | $11,614-47.1% | $11,431-46.3% |