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 | $88,649 | $73,848+20.0% | $143,799-38.4% | $68,486+29.4% |
| Participation rate | 79.6% | 66.7%+13.0pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -14.33% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $5,349 | $3,184+68.0% | $4,952+8.0% | $2,597+106.0% |
| Participant deferral / active EE | $2,564 | $3,385-24.2% | $5,638-54.5% | $4,028-36.3% |
| Admin fee / account holder | $4,655 | $5,755-19.1% | $14,677-68.3% | $5,404-13.9% |