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 | $133,605 | $100,811+32.5% | $86,698+54.1% | $134,545-0.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.40% | 29.11%-37.5pp | 35.96%-44.4pp | 418.37%-426.8pp |
| Employer contribution / active EE | $7,689 | $3,490+120.3% | $2,837+171.0% | $4,742+62.2% |
| Participant deferral / active EE | $10,161 | $5,339+90.3% | $4,656+118.2% | $6,401+58.7% |
| Admin fee / account holder | $833 | $10,926-92.4% | $7,492-88.9% | $11,431-92.7% |