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 | $75,898 | $73,863+2.8% | $143,797-47.2% | $68,490+10.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.59% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,418 | $3,185-24.1% | $4,952-51.2% | $2,597-6.9% |
| Participant deferral / active EE | $4,393 | $3,385+29.8% | $5,638-22.1% | $4,028+9.1% |
| Admin fee / account holder | $856 | $5,756-85.1% | $14,679-94.2% | $5,403-84.2% |