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 | $108,570 | $67,214+61.5% | $61,491+76.6% | $134,532-19.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 79.3%+4.0pp | 81.2%+2.1pp |
| Annual return | -7.47% | -12.08%+4.6pp | -12.98%+5.5pp | 418.27%-425.7pp |
| Employer contribution / active EE | $20,769 | $4,974+317.5% | $4,246+389.2% | $4,741+338.1% |
| Participant deferral / active EE | $7,115 | $6,103+16.6% | $5,188+37.1% | $6,401+11.2% |
| Admin fee / account holder | $434 | $4,610-90.6% | $4,312-89.9% | $11,429-96.2% |