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 | $94,124 | $142,361-33.9% | $119,608-21.3% | $134,509-30.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -17.40% | -12.46%-4.9pp | -14.98%-2.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,063 | $5,224-60.5% | $4,232-51.3% | $4,741-56.5% |
| Participant deferral / active EE | $3,751 | $6,468-42.0% | $5,601-33.0% | $6,400-41.4% |
| Admin fee / account holder | $554 | $13,588-95.9% | $10,326-94.6% | $11,427-95.2% |