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 | $134,037 | $100,811+33.0% | $86,698+54.6% | $134,545-0.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.60% | 29.11%-44.7pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $12,633 | $3,490+261.9% | $2,837+345.3% | $4,742+166.4% |
| Participant deferral / active EE | $4,602 | $5,339-13.8% | $4,656-1.2% | $6,401-28.1% |
| Admin fee / account holder | $8,686 | $10,926-20.5% | $7,492+15.9% | $11,431-24.0% |