Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,969 | $167,353-34.3% | $143,797-23.5% | $134,545-18.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.21% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $10,505 | $5,620+86.9% | $4,952+112.1% | $4,742+121.6% |
| Participant deferral / active EE | $8,583 | $6,447+33.1% | $5,638+52.2% | $6,401+34.1% |
| Admin fee / account holder | $1,127 | $18,096-93.8% | $14,679-92.3% | $11,431-90.1% |