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 | $178,556 | $167,353+6.7% | $143,797+24.2% | $134,545+32.7% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -16.69% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $9,912 | $5,620+76.4% | $4,952+100.1% | $4,742+109.0% |
| Participant deferral / active EE | $5,887 | $6,447-8.7% | $5,638+4.4% | $6,401-8.0% |
| Admin fee / account holder | $14,654 | $18,096-19.0% | $14,679-0.2% | $11,431+28.2% |