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 | $138,071 | $167,352-17.5% | $143,788-4.0% | $134,509+2.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.79% | 0.47%-15.3pp | -0.03%-14.8pp | 418.13%-432.9pp |
| Employer contribution / active EE | $4,824 | $5,620-14.2% | $4,952-2.6% | $4,741+1.8% |
| Participant deferral / active EE | $8,564 | $6,447+32.8% | $5,638+51.9% | $6,400+33.8% |
| Admin fee / account holder | $421 | $18,091-97.7% | $14,675-97.1% | $11,427-96.3% |