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 | $64,767 | $167,353-61.3% | $143,797-55.0% | $134,545-51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.24% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $5,320 | $5,620-5.3% | $4,952+7.4% | $4,742+12.2% |
| Participant deferral / active EE | $8,480 | $6,447+31.5% | $5,638+50.4% | $6,401+32.5% |
| Admin fee / account holder | $7,566 | $18,096-58.2% | $14,679-48.5% | $11,431-33.8% |