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 | $68,998 | $69,541-0.8% | $59,899+15.2% | $135,380-49.0% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.7%+11.7pp | 82.6%+3.7pp |
| Annual return | -2.96% | 7.95%-10.9pp | 3.46%-6.4pp | 519.81%-522.8pp |
| Employer contribution / active EE | $1,263 | $3,236-61.0% | $2,723-53.6% | $4,779-73.6% |
| Participant deferral / active EE | $2,526 | $4,206-39.9% | $3,402-25.8% | $5,609-55.0% |
| Admin fee / account holder | $4,915 | $5,737-14.3% | $3,592+36.8% | $10,828-54.6% |