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 | $103,991 | $138,076-24.7% | $123,553-15.8% | $135,380-23.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.93% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,128 | $5,152-39.3% | $4,628-32.4% | $4,779-34.5% |
| Participant deferral / active EE | $4,639 | $6,800-31.8% | $6,426-27.8% | $5,609-17.3% |
| Admin fee / account holder | $17,087 | $10,917+56.5% | $9,284+84.0% | $10,828+57.8% |