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 | $35,858 | $167,353-78.6% | $143,797-75.1% | $134,545-73.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -18.45% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,642 | $5,620-35.2% | $4,952-26.5% | $4,742-23.2% |
| Participant deferral / active EE | $3,518 | $6,447-45.4% | $5,638-37.6% | $6,401-45.0% |
| Admin fee / account holder | $983 | $18,096-94.6% | $14,679-93.3% | $11,431-91.4% |