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 | $115,742 | $91,536+26.4% | $130,062-11.0% | $75,177+54.0% |
| Participation rate | 82.9% | 71.5%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 19.70% | -631.62%+651.3pp | -137.37%+157.1pp | 160.75%-141.1pp |
| Employer contribution / active EE | $4,027 | $2,845+41.5% | $4,322-6.8% | $2,671+50.7% |
| Participant deferral / active EE | $6,332 | $4,343+45.8% | $5,821+8.8% | $4,126+53.5% |
| Admin fee / account holder | $3,272 | $6,780-51.7% | $10,601-69.1% | $5,651-42.1% |