Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,835 | $167,353-79.2% | $143,797-75.8% | $134,545-74.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.17% | 0.48%-16.7pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $2,524 | $5,620-55.1% | $4,952-49.0% | $4,742-46.8% |
| Participant deferral / active EE | $7,735 | $6,447+20.0% | $5,638+37.2% | $6,401+20.8% |
| Admin fee / account holder | $366 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |