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 | $66,802 | $53,162+25.7% | $91,227-26.8% | $68,490-2.5% |
| Participation rate | 94.3% | 63.2%+31.1pp | 73.2%+21.1pp | 67.9%+26.4pp |
| Annual return | -18.74% | -3.14%-15.6pp | 114.14%-132.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $4,040 | $1,709+136.3% | $2,851+41.7% | $2,597+55.6% |
| Participant deferral / active EE | $3,093 | $2,974+4.0% | $4,234-26.9% | $4,028-23.2% |
| Admin fee / account holder | $1,636 | $4,493-63.6% | $5,423-69.8% | $5,403-69.7% |