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 | $218,483 | $167,353+30.6% | $143,797+51.9% | $134,545+62.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -18.42% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,459 | $5,620-38.5% | $4,952-30.2% | $4,742-27.1% |
| Participant deferral / active EE | $7,421 | $6,447+15.1% | $5,638+31.6% | $6,401+15.9% |
| Admin fee / account holder | $55,410 | $18,096+206.2% | $14,679+277.5% | $11,431+384.7% |