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 | $122,703 | $78,694+55.9% | $67,652+81.4% | $125,389-2.1% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+8.9pp | 83.2%+1.4pp |
| Annual return | -2.88% | 9.46%-12.3pp | 6625.40%-6628.3pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,237 | $3,044-26.5% | $2,266-1.3% | $4,866-54.0% |
| Participant deferral / active EE | $8,706 | $4,292+102.8% | $3,560+144.6% | $5,352+62.7% |
| Admin fee / account holder | $5,591 | $7,403-24.5% | $4,821+16.0% | $9,541-41.4% |