Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,239 | $167,353-55.6% | $143,797-48.4% | $134,545-44.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.49% | 0.48%-10.0pp | -0.04%-9.4pp | 418.37%-427.9pp |
| Employer contribution / active EE | $2,875 | $5,620-48.8% | $4,952-41.9% | $4,742-39.4% |
| Participant deferral / active EE | $8,180 | $6,447+26.9% | $5,638+45.1% | $6,401+27.8% |
| Admin fee / account holder | $426 | $18,096-97.6% | $14,679-97.1% | $11,431-96.3% |