Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $178,372 | $167,362+6.6% | $143,799+24.0% | $134,532+32.6% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -14.34% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $4,999 | $5,620-11.1% | $4,952+1.0% | $4,741+5.4% |
| Participant deferral / active EE | $8,776 | $6,447+36.1% | $5,638+55.7% | $6,401+37.1% |
| Admin fee / account holder | $3,498 | $18,094-80.7% | $14,677-76.2% | $11,429-69.4% |