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 | $138,699 | $131,835+5.2% | $108,582+27.7% | $273,972-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.07% | -91.57%+98.6pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,771 | $4,913-43.6% | $3,758-26.3% | $4,869-43.1% |
| Participant deferral / active EE | $7,515 | $5,127+46.6% | $4,311+74.3% | $5,287+42.1% |
| Admin fee / account holder | $532 | $10,253-94.8% | $7,645-93.0% | $10,133-94.7% |