Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,391 | $142,392-49.2% | $119,622-39.5% | $134,532-46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.02% | -12.46%+8.4pp | -14.98%+11.0pp | 418.27%-422.3pp |
| Employer contribution / active EE | $3,100 | $5,224-40.7% | $4,232-26.8% | $4,741-34.6% |
| Participant deferral / active EE | $19,513 | $6,467+201.7% | $5,601+248.4% | $6,401+204.8% |
| Admin fee / account holder | $566 | $13,593-95.8% | $10,328-94.5% | $11,429-95.0% |