Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $175,142 | $82,314+112.8% | $68,808+154.5% | $134,532+30.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.73% | -2.18%-14.6pp | -6.37%-10.4pp | 418.27%-435.0pp |
| Employer contribution / active EE | $33,972 | $3,301+929.1% | $2,656+1179.1% | $4,741+616.5% |
| Participant deferral / active EE | $15,965 | $4,740+236.8% | $3,942+305.0% | $6,401+149.4% |
| Admin fee / account holder | $1,911 | $6,484-70.5% | $4,936-61.3% | $11,429-83.3% |