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 | $92,005 | $133,998-31.3% | $112,263-18.0% | $134,545-31.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $5,733 | $4,040+41.9% | $3,636+57.7% | $4,742+20.9% |
| Participant deferral / active EE | $2,243 | $5,292-57.6% | $4,729-52.6% | $6,401-65.0% |
| Admin fee / account holder | $23,907 | $7,493+219.1% | $6,410+272.9% | $11,431+109.2% |