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 | $97,803 | $110,083-11.2% | $151,645-35.5% | $68,490+42.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.72% | -10.12%-7.6pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $4,645 | $4,470+3.9% | $6,165-24.7% | $2,597+78.9% |
| Participant deferral / active EE | $8,173 | $6,526+25.2% | $8,363-2.3% | $4,028+102.9% |
| Admin fee / account holder | $2,084 | $7,718-73.0% | $11,614-82.1% | $5,403-61.4% |