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 | $69,868 | $77,817-10.2% | $123,553-43.5% | $64,173+8.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.67% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,358 | $3,014+77.8% | $4,628+15.8% | $2,381+125.0% |
| Participant deferral / active EE | $10,092 | $5,240+92.6% | $6,426+57.1% | $3,470+190.9% |
| Admin fee / account holder | $5,065 | $5,519-8.2% | $9,284-45.4% | $4,887+3.6% |