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 | $189,226 | $167,362+13.1% | $143,799+31.6% | $134,532+40.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.15% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $9,150 | $5,620+62.8% | $4,952+84.8% | $4,741+93.0% |
| Participant deferral / active EE | $11,221 | $6,447+74.0% | $5,638+99.0% | $6,401+75.3% |
| Admin fee / account holder | $1,093 | $18,094-94.0% | $14,677-92.6% | $11,429-90.4% |