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 | $74,041 | $73,009+1.4% | $90,760-18.4% | $68,486+8.1% |
| Participation rate | 98.5% | 70.8%+27.7pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -17.22% | -13.81%-3.4pp | -12.16%-5.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,348 | $2,193-38.5% | $2,922-53.9% | $2,597-48.1% |
| Participant deferral / active EE | $4,715 | $3,626+30.0% | $4,565+3.3% | $4,028+17.1% |
| Admin fee / account holder | $15,244 | $5,896+158.6% | $8,444+80.5% | $5,404+182.1% |