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 | $125,539 | $167,352-25.0% | $143,788-12.7% | $134,509-6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 0.47%-16.1pp | -0.03%-15.6pp | 418.13%-433.7pp |
| Employer contribution / active EE | $9,806 | $5,620+74.5% | $4,952+98.0% | $4,741+106.9% |
| Participant deferral / active EE | $3,711 | $6,447-42.4% | $5,638-34.2% | $6,400-42.0% |
| Admin fee / account holder | $611 | $18,091-96.6% | $14,675-95.8% | $11,427-94.7% |