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 | $137,760 | $133,998+2.8% | $112,263+22.7% | $134,545+2.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.03% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,828 | $4,040+19.5% | $3,636+32.8% | $4,742+1.8% |
| Participant deferral / active EE | $6,753 | $5,292+27.6% | $4,729+42.8% | $6,401+5.5% |
| Admin fee / account holder | $3,139 | $7,493-58.1% | $6,410-51.0% | $11,431-72.5% |