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 | $56,432 | $92,219-38.8% | $76,766-26.5% | $135,382-58.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -5.22% | 5.46%-10.7pp | 2.43%-7.7pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,486 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $1,948 | $4,508-56.8% | $3,851-49.4% | $5,609-65.3% |
| Admin fee / account holder | $12,391 | $10,749+15.3% | $6,675+85.6% | $10,829+14.4% |