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 | $108,655 | $167,352-35.1% | $143,788-24.4% | $134,509-19.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.01% | 0.47%-13.5pp | -0.03%-13.0pp | 418.13%-431.1pp |
| Employer contribution / active EE | $7,056 | $5,620+25.6% | $4,952+42.5% | $4,741+48.8% |
| Participant deferral / active EE | $4,819 | $6,447-25.2% | $5,638-14.5% | $6,400-24.7% |
| Admin fee / account holder | $1,157 | $18,091-93.6% | $14,675-92.1% | $11,427-89.9% |