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 | $153,620 | $167,533-8.3% | $151,645+1.3% | $134,545+14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.19% | 7.81%-25.0pp | 3.34%-20.5pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,825 | $6,828-44.0% | $6,165-38.0% | $4,742-19.3% |
| Participant deferral / active EE | $9,175 | $8,985+2.1% | $8,363+9.7% | $6,401+43.3% |
| Admin fee / account holder | $10,286 | $13,781-25.4% | $11,614-11.4% | $11,431-10.0% |