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 | $35,873 | $56,339-36.3% | $104,299-65.6% | $68,490-47.6% |
| Participation rate | 81.3% | 63.3%+18.0pp | 73.3%+8.0pp | 67.9%+13.4pp |
| Annual return | -14.66% | -9.19%-5.5pp | 24.62%-39.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,353 | $1,960+20.1% | $3,373-30.2% | $2,597-9.4% |
| Participant deferral / active EE | $2,628 | $3,077-14.6% | $4,626-43.2% | $4,028-34.7% |
| Admin fee / account holder | $1,186 | $4,902-75.8% | $7,339-83.8% | $5,403-78.1% |