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 | $77,485 | $77,817-0.4% | $123,553-37.3% | $64,173+20.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.61% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,427 | $3,014+146.4% | $4,628+60.5% | $2,381+211.9% |
| Participant deferral / active EE | $10,250 | $5,240+95.6% | $6,426+59.5% | $3,470+195.4% |
| Admin fee / account holder | $634 | $5,519-88.5% | $9,284-93.2% | $4,887-87.0% |