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 | $131,577 | $85,790+53.4% | $67,313+95.5% | $135,380-2.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.37% | -0.54%-5.8pp | -4.08%-2.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,840 | $3,487-18.6% | $2,566+10.7% | $4,779-40.6% |
| Participant deferral / active EE | $8,847 | $4,651+90.2% | $3,568+147.9% | $5,609+57.7% |
| Admin fee / account holder | $3,383 | $6,392-47.1% | $4,507-24.9% | $10,828-68.8% |