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 | $38,607 | $167,362-76.9% | $143,799-73.2% | $134,532-71.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -10.38% | 0.47%-10.9pp | -0.04%-10.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $6,483 | $5,620+15.4% | $4,952+30.9% | $4,741+36.7% |
| Participant deferral / active EE | $5,056 | $6,447-21.6% | $5,638-10.3% | $6,401-21.0% |
| Admin fee / account holder | $526 | $18,094-97.1% | $14,677-96.4% | $11,429-95.4% |