Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $158,696 | $82,674+92.0% | $125,363+26.6% | $68,495+131.7% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $8,205 | $3,382+142.6% | $4,815+70.4% | $2,596+216.0% |
| Participant deferral / active EE | $7,576 | $6,111+24.0% | $7,447+1.7% | $4,028+88.1% |
| Admin fee / account holder | $488 | $6,276-92.2% | $10,005-95.1% | $5,403-91.0% |