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 | $213,859 | $167,362+27.8% | $143,799+48.7% | $134,532+59.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -15.36% | 0.47%-15.8pp | -0.04%-15.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $5,093 | $5,620-9.4% | $4,952+2.9% | $4,741+7.4% |
| Participant deferral / active EE | $3,273 | $6,447-49.2% | $5,638-42.0% | $6,401-48.9% |
| Admin fee / account holder | $3,219 | $18,094-82.2% | $14,677-78.1% | $11,429-71.8% |