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 | $40,355 | $45,438-11.2% | $80,004-49.6% | $59,633-32.3% |
| Participation rate | 77.3% | 63.7%+13.5pp | 73.0%+4.3pp | 68.7%+8.6pp |
| Annual return | -2.04% | 5.10%-7.1pp | 7.63%-9.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,075 | $1,236-13.0% | $2,473-56.5% | $2,203-51.2% |
| Participant deferral / active EE | $2,900 | $2,231+30.0% | $3,204-9.5% | $3,192-9.1% |
| Admin fee / account holder | $784 | $3,464-77.4% | $5,033-84.4% | $4,297-81.7% |