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 | $133,891 | $131,829+1.6% | $108,579+23.3% | $273,965-51.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | -91.57%+97.6pp | -51.70%+57.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,452 | $4,912-29.7% | $3,758-8.2% | $4,869-29.1% |
| Participant deferral / active EE | $8,610 | $5,127+67.9% | $4,311+99.7% | $5,287+62.9% |
| Admin fee / account holder | $739 | $10,252-92.8% | $7,645-90.3% | $10,132-92.7% |