Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $123,205 | $100,805+22.2% | $86,698+42.1% | $134,532-8.4% |
| Participation rate | 84.6% | 79.0%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -15.89% | 29.09%-45.0pp | 35.95%-51.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,740 | $3,490+64.5% | $2,837+102.3% | $4,741+21.1% |
| Participant deferral / active EE | $9,003 | $5,339+68.6% | $4,656+93.4% | $6,401+40.6% |
| Admin fee / account holder | $2,496 | $10,925-77.2% | $7,493-66.7% | $11,429-78.2% |