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 | $40,432 | $42,910-5.8% | $60,919-33.6% | $68,490-41.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.40% | -13.99%+2.6pp | 16.96%-28.4pp | -7.85%-3.5pp |
| Employer contribution / active EE | $1,814 | $1,978-8.3% | $2,704-32.9% | $2,597-30.1% |
| Participant deferral / active EE | $1,448 | $2,866-49.5% | $3,814-62.0% | $4,028-64.1% |
| Admin fee / account holder | $4,030 | $3,104+29.8% | $3,228+24.9% | $5,403-25.4% |