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 | $125,017 | $84,518+47.9% | $67,704+84.7% | $125,389-0.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.51% | 2.57%-4.1pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $9,709 | $3,292+194.9% | $2,559+279.3% | $4,866+99.5% |
| Participant deferral / active EE | $4,575 | $4,430+3.3% | $3,585+27.6% | $5,352-14.5% |
| Admin fee / account holder | $1,005 | $5,340-81.2% | $4,255-76.4% | $9,541-89.5% |