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 | $205,743 | $131,835+56.1% | $108,582+89.5% | $273,972-24.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $6,944 | $4,913+41.4% | $3,758+84.8% | $4,869+42.6% |
| Participant deferral / active EE | $4,911 | $5,127-4.2% | $4,311+13.9% | $5,287-7.1% |
| Admin fee / account holder | $3,216 | $10,253-68.6% | $7,645-57.9% | $10,133-68.3% |