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 | $125,115 | $85,790+45.8% | $67,313+85.9% | $135,379-7.6% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -6.00% | -0.54%-5.5pp | -4.08%-1.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,202 | $3,487-8.2% | $2,566+24.8% | $4,779-33.0% |
| Participant deferral / active EE | $4,330 | $4,651-6.9% | $3,568+21.3% | $5,609-22.8% |
| Admin fee / account holder | $1,274 | $6,392-80.1% | $4,507-71.7% | $10,828-88.2% |