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 | $83,351 | $87,546-4.8% | $75,784+10.0% | $125,389-33.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.16% | 13.49%-15.6pp | 9.68%-11.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,427 | $3,930-12.8% | $3,323+3.1% | $4,866-29.6% |
| Participant deferral / active EE | $4,622 | $4,230+9.3% | $3,652+26.6% | $5,352-13.6% |
| Admin fee / account holder | $586 | $6,503-91.0% | $5,300-88.9% | $9,541-93.9% |