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 | $96,350 | $100,792-4.4% | $86,691+11.1% | $134,509-28.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -10.73% | 29.08%-39.8pp | 35.94%-46.7pp | 418.13%-428.9pp |
| Employer contribution / active EE | $3,455 | $3,491-1.0% | $2,837+21.8% | $4,741-27.1% |
| Participant deferral / active EE | $8,608 | $5,339+61.2% | $4,656+84.9% | $6,400+34.5% |
| Admin fee / account holder | $972 | $10,924-91.1% | $7,492-87.0% | $11,427-91.5% |