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 | $70,575 | $127,387-44.6% | $115,038-38.7% | $125,389-43.7% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | -0.77% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,346 | $5,166-54.6% | $4,608-49.1% | $4,866-51.8% |
| Participant deferral / active EE | $4,876 | $6,423-24.1% | $6,026-19.1% | $5,352-8.9% |
| Admin fee / account holder | $457 | $9,516-95.2% | $8,175-94.4% | $9,541-95.2% |