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 | $122,826 | $154,193-20.3% | $130,045-5.6% | $139,466-11.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 16.12% | 32.51%-16.4pp | -137.30%+153.4pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,968 | $5,292-62.8% | $4,321-54.5% | $4,754-58.6% |
| Participant deferral / active EE | $5,705 | $6,709-15.0% | $5,820-2.0% | $6,712-15.0% |
| Admin fee / account holder | $2,290 | $13,989-83.6% | $10,600-78.4% | $11,409-79.9% |