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 | $112,571 | $100,792+11.7% | $86,691+29.9% | $134,509-16.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -16.27% | 29.08%-45.4pp | 35.94%-52.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $6,244 | $3,491+78.9% | $2,837+120.1% | $4,741+31.7% |
| Participant deferral / active EE | $7,260 | $5,339+36.0% | $4,656+55.9% | $6,400+13.4% |
| Admin fee / account holder | $352 | $10,924-96.8% | $7,492-95.3% | $11,427-96.9% |