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 | $98,343 | $92,219+6.6% | $76,767+28.1% | $135,380-27.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.37% | 5.46%-12.8pp | 2.43%-9.8pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,570 | $3,216+11.0% | $2,485+43.6% | $4,779-25.3% |
| Participant deferral / active EE | $6,437 | $4,508+42.8% | $3,852+67.1% | $5,609+14.8% |
| Admin fee / account holder | $442 | $10,749-95.9% | $6,675-93.4% | $10,828-95.9% |