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 | $158,555 | $77,817+103.8% | $123,553+28.3% | $64,173+147.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.60% | 12.49%-15.1pp | 119.21%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $5,397 | $3,014+79.1% | $4,628+16.6% | $2,381+126.7% |
| Participant deferral / active EE | $6,418 | $5,240+22.5% | $6,426-0.1% | $3,470+85.0% |
| Admin fee / account holder | $1,076 | $5,519-80.5% | $9,284-88.4% | $4,887-78.0% |