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 | $198,109 | $211,946-6.5% | $169,452+16.9% | $135,380+46.3% |
| Participation rate | 95.7% | 82.6%+13.0pp | 77.8%+17.9pp | 82.6%+13.0pp |
| Annual return | -6.68% | 3.26%-9.9pp | 1.83%-8.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,510 | $5,117-31.4% | $4,157-15.6% | $4,779-26.6% |
| Participant deferral / active EE | $6,958 | $6,075+14.5% | $5,277+31.9% | $5,609+24.0% |
| Admin fee / account holder | $2,392 | $11,472-79.2% | $9,110-73.7% | $10,828-77.9% |