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 | $149,817 | $167,362-10.5% | $143,799+4.2% | $134,532+11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.83% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $7,778 | $5,620+38.4% | $4,952+57.1% | $4,741+64.1% |
| Participant deferral / active EE | $11,104 | $6,447+72.2% | $5,638+96.9% | $6,401+73.5% |
| Admin fee / account holder | $4,457 | $18,094-75.4% | $14,677-69.6% | $11,429-61.0% |