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 | $95,078 | $167,352-43.2% | $143,788-33.9% | $134,509-29.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.46% | 0.47%-12.9pp | -0.03%-12.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $8,570 | $5,620+52.5% | $4,952+73.1% | $4,741+80.8% |
| Participant deferral / active EE | $8,483 | $6,447+31.6% | $5,638+50.5% | $6,400+32.5% |
| Admin fee / account holder | $11,281 | $18,091-37.6% | $14,675-23.1% | $11,427-1.3% |