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 | $175,605 | $92,219+90.4% | $76,768+128.7% | $135,379+29.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -3.77% | 5.46%-9.2pp | 2.43%-6.2pp | 519.79%-523.6pp |
| Employer contribution / active EE | $5,383 | $3,216+67.4% | $2,485+116.6% | $4,779+12.6% |
| Participant deferral / active EE | $3,548 | $4,508-21.3% | $3,852-7.9% | $5,609-36.7% |
| Admin fee / account holder | $1,825 | $10,749-83.0% | $6,675-72.7% | $10,828-83.1% |