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 | $73,800 | $50,947+44.9% | $74,551-1.0% | $64,173+15.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -0.36% | -1.85%+1.5pp | 32.53%-32.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,802 | $1,115+151.2% | $1,961+42.9% | $2,381+17.7% |
| Participant deferral / active EE | $5,946 | $2,302+158.4% | $3,108+91.3% | $3,470+71.4% |
| Admin fee / account holder | $2,197 | $4,221-48.0% | $5,059-56.6% | $4,887-55.0% |