Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $185,829 | $133,998+38.7% | $112,263+65.5% | $134,545+38.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.97% | 47.17%-61.1pp | 27.49%-41.5pp | 418.37%-432.3pp |
| Employer contribution / active EE | $27,463 | $4,040+579.7% | $3,636+655.3% | $4,742+479.2% |
| Participant deferral / active EE | $16,458 | $5,292+211.0% | $4,729+248.0% | $6,401+157.1% |
| Admin fee / account holder | $1,916 | $7,493-74.4% | $6,410-70.1% | $11,431-83.2% |