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 | $211,462 | $82,314+156.9% | $68,808+207.3% | $134,532+57.2% |
| Participation rate | 82.6% | 75.1%+7.6pp | 69.0%+13.6pp | 81.2%+1.4pp |
| Annual return | -17.58% | -2.18%-15.4pp | -6.37%-11.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $5,451 | $3,301+65.1% | $2,656+105.2% | $4,741+15.0% |
| Participant deferral / active EE | $6,465 | $4,740+36.4% | $3,942+64.0% | $6,401+1.0% |
| Admin fee / account holder | $10,562 | $6,484+62.9% | $4,936+114.0% | $11,429-7.6% |