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 | $57,754 | $167,533-65.5% | $151,645-61.9% | $134,545-57.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.07% | 7.81%-20.9pp | 3.34%-16.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $2,414 | $6,828-64.6% | $6,165-60.8% | $4,742-49.1% |
| Participant deferral / active EE | $8,503 | $8,985-5.4% | $8,363+1.7% | $6,401+32.8% |
| Admin fee / account holder | $533 | $13,781-96.1% | $11,614-95.4% | $11,431-95.3% |