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 | $127,241 | $133,998-5.0% | $112,263+13.3% | $134,545-5.4% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -14.05% | 47.17%-61.2pp | 27.49%-41.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $6,027 | $4,040+49.2% | $3,636+65.8% | $4,742+27.1% |
| Participant deferral / active EE | $8,497 | $5,292+60.6% | $4,729+79.7% | $6,401+32.7% |
| Admin fee / account holder | $7,310 | $7,493-2.4% | $6,410+14.0% | $11,431-36.1% |