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 | $176,632 | $167,352+5.5% | $143,788+22.8% | $134,509+31.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -7.75% | 0.47%-8.2pp | -0.03%-7.7pp | 418.13%-425.9pp |
| Employer contribution / active EE | $2,522 | $5,620-55.1% | $4,952-49.1% | $4,741-46.8% |
| Participant deferral / active EE | $6,255 | $6,447-3.0% | $5,638+10.9% | $6,400-2.3% |
| Admin fee / account holder | $4,705 | $18,091-74.0% | $14,675-67.9% | $11,427-58.8% |