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 | $36,828 | $211,946-82.6% | $169,452-78.3% | $135,380-72.8% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -7.35% | 3.26%-10.6pp | 1.83%-9.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,447 | $5,117-32.6% | $4,157-17.1% | $4,779-27.9% |
| Participant deferral / active EE | $4,639 | $6,075-23.6% | $5,277-12.1% | $5,609-17.3% |
| Admin fee / account holder | $1,284 | $11,472-88.8% | $9,110-85.9% | $10,828-88.1% |