Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $108,862 | $167,362-35.0% | $143,799-24.3% | $134,532-19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.68% | 0.47%-16.2pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $11,367 | $5,620+102.2% | $4,952+129.5% | $4,741+139.8% |
| Participant deferral / active EE | $8,667 | $6,447+34.4% | $5,638+53.7% | $6,401+35.4% |
| Admin fee / account holder | $1,318 | $18,094-92.7% | $14,677-91.0% | $11,429-88.5% |