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 | $88,390 | $87,546+1.0% | $75,784+16.6% | $125,389-29.5% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | -1.97% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,602 | $3,930-59.2% | $3,323-51.8% | $4,866-67.1% |
| Participant deferral / active EE | $3,592 | $4,230-15.1% | $3,652-1.6% | $5,352-32.9% |
| Admin fee / account holder | $6,204 | $6,503-4.6% | $5,300+17.1% | $9,541-35.0% |