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 | $58,647 | $62,583-6.3% | $76,767-23.6% | $64,173-8.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.64% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,507 | $1,832+146.0% | $2,485+81.3% | $2,381+89.3% |
| Participant deferral / active EE | $4,168 | $3,145+32.5% | $3,852+8.2% | $3,470+20.1% |
| Admin fee / account holder | $1,481 | $4,667-68.3% | $6,675-77.8% | $4,887-69.7% |